While accounting and finance is my passion and expertise, it certainly is not much fun for you. As your Accountant, and Tax Professional I will work with you and help to guide you through these everyday hassles.
- Bill Paying, Accounting and Financial Statement Preparation — I can serve as the individual’s or family’s full accounting department, processing cash receipts and disbursements, reconciling accounts, and performing month-end, quarter-end or annual general ledger and financial reporting functions.
- Investment Accounting — I will help individuals and families with tracking, reconciling and accounting for investment activity.
- Preparation of Budgets and Cash-Flow Projections — I help clients formulate budgets, and forecast and monitor performance, while providing continued financial analysis focused on achieving strategic plans.
- Coordination with Wealth Planning Professionals — I will provide a comprehensive tax and wealth planning advice to aid with individual income tax planning and compliance, estate, and gift tax planning and compliance, charitable giving strategies.
With this Personal Accounting Services, I will provide you with the ultimate peace of mind and confidentiality you need at an affordable price. Go to my scheduling page to set up an appointment to discuss more.
Corey Stokes 