My services largely depend on your specific needs. That said, my clients all lean toward the creative side of business, so they tend to prefer a full-service approach to their finances.

My office is located in Los Angeles, California, but I have clients that live/work throughout the US.

I offer a very personal approach, and pride myself in always being available via email, phone, fax, video-conference, and in person. I coordinate and handle all aspects of the below listed financial tasks related to my client’s personal and corporate finances:

• Accounts Payable / Bill Paying
• Accounts Receivable
• Invoicing
• Banking
• Budgeting
• Payroll
• City/State Business License filings
• Sales Tax filings
• Pension Set-up and Coordination
• Monthly and Annual Financial Statements
• Tax planning throughout the year, and year-end
• Tax preparation working directly with CPA firm

I also coordinate with other professions such as Tax Attorneys, Pension Attorneys, Insurance Agents, Investment Brokers, Mortgage Brokers, and CPAs regarding all financial matters. With all these professionals, I act as a liaison for my client and never receive commissions.