Other Services

Internal Audits

Evaluating the system of internal controls requires time, knowledge, and experience. Internal Audit & Advisory Engagements help meet your organization’s and small business needs in the following areas:

  • Internal Controls Auditing and Consulting
  • Advisory
  • Regulatory Compliance
  • Risk Assessment
  • Governance Assessments

I am widely versed in internal control development and effective internal audit performance. We have extensive experience working collaboratively with organizations that maintain an in-house internal audit department. In these co-sourcing arrangements, I supplement the client’s internal audit team to provide additional manpower and/or specialized expertise that may be lacking internally. Please contact me if you are looking for more information on this business optimization process.


Running a business is a challenging endeavor for any individual, but fortunately you don’t have to do it alone. Your own personal business advisor is closer than you think. I will proactively look for ways to truly add value to your organization.

I spent years honing expertise in a wide range of business advisory services and will proactively look for ways to truly add value to your organization. Do you have the most appropriate internal controls in place to reduce the risk of fraud? How do your performance metrics compare to the rest of your industry? I provide expertise in the following areas:

  • Start-up accounting & business plan services
  • Tax entity choice & tax accounting methods
  • Budgeting, projections, & cash management
  • Strategic consulting & industry benchmarking
  • Growth & risk management
  • Accounting system set-up, training, & review
  • Internal controls & fraud
  • Key performance indicators

Notary Services

If you’re looking for notary public services, I can help.

Some commonly notarized documents include:

  • Wills
  • Trusts
  • Deeds
  • Contracts
  • Affidavits

Some important items to note for Notarization:

  • All document signers should be physically present and carry an valid form of identification.
  • Provide original document(s) that require notarization and present supporting documents (if any).
  • Do not pre-sign or date the documents that require notarization.
  • All the required sections of the document(s) to be notarized should be completely filled out.
  • If your documents require two witnesses, the same rules apply.

Get Started Today!

Whether you are an individual seeking assistance with personal tax returns or a business owner looking for comprehensive tax planning and compliance services, I am here to help. Together, we can navigate the intricacies of taxation and pave the way for a brighter financial future.