Hi, I’m Michelle.

I’m a CPA with over 12 years of experience, helping small businesses with their accounting, tax, audit, and consulting needs.

Bookkeeping & Financial Reporting

Focus on building your business, and we will focus on your accounting records. We can keep your financial statements up to date as needed, provide useful financial data and reporting, and assist with compliance for your tax or regulatory reporting needs.

Services

Tax Services

With over 10 years experience in taxation, we are focused and experienced in small to mid size business tax compliance, strategy, and on time delivery. We have experience in multi-state taxation, tax planning, payroll tax, sales tax, and IRS controversy resolution.

Consulting & Outsourced CFO

There are a lot of decisions to make with your small business, and a lot of questions come up. We can help. From legal entity selection, entity type selection, payroll processing, sales tax, multi-state considerations, software choices, to retirement plans, we can help you navigate challenges of a growing business.

FAR Overhead Audits

Government contracting requires special knowledge of Yellow Book, Government Auditing Standards, and Federal Acquisition Regulations (FAR). We have over 10 years of experience preparing and auditing indirect cost rates for various state Departments of Transportation (DOT) for A/E firms, from small to large.

Yellow Book and the AICPA require CPA firms performing attest services to undergo a peer review every three years to assess quality and compliance with applicable professional standards. Our most recent peer review is available upon request.

My Approach

Open Communication

I believe in working closely with clients to make sure their needs and expectations are heard and met. If there’s a problem, I want to know. I don’t delegate or ship work overseas - projects are handled by me start to finish.

Straight Forward

It takes time to build trust with an accountant, which is why I emphasize always giving honest, trustworthy advice. If there’s ever a challenge, a weakness, a question, or a doubt, we talk through it and solve it.

Modern and Remote

Fully remote and cloud-based — leveraging the latest accounting technology and tools to serve you securely and efficiently, wherever you are.

FAQ

  • Yes, we are open to new work! If you think we might work well together, send me a message through the contact forum.

  • Pricing is based on the project's scope, complexity, hours, and your desired timeline. I promise fair rates and will always request your approval before going out of budget. But just for some frame of reference, a simple individual tax return starts at $600, a simple business return starts at $1,200, and accounting/consulting/CFO services start at $250 an hour.

    Keep in mind I perform the project start to finish, no outsourcing oversees or delegation of work. You have 100% access to a CPA with over 10 years experience the entire way.

  • Reach out via the contact forum and I'll be in touch! We are available for virtual meetings via Teams, Zoom, etc., or if you're in the Jacksonville, FL area, we can meet at your space.