TAX PLANNING and PREPARATION - Business and individual financial planning and tax planning require an independent perspective that a Certified Public Accountant provides. PROCESS IMPROVEMENT - Whether you rely on an off the shelf package or proprietary software solution, chances are you may need to analyze how to improve the foundation of your business or personal decisions before making them.
The old adage of "measure twice and cut once" applies to investing, tax planning, restructuring, and managing your business. MONTHLY WRITE UP-(closing the books timely on a monthly basis) provides meaningful and reliable information in a summary format useful for telling a story. It is one of the best investments a business or nonprofit can make. AUDIT - May be a requirement for compliance.
Through that process, however, may emerge observations which are invaluable to improving financial reporting processes and internal controls. It is a discipline that looks at historical data, but provides invaluable information about strategic and tactical options for improving the bottom line.
The old adage of "measure twice and cut once" applies to investing, tax planning, restructuring, and managing your business. MONTHLY WRITE UP-(closing the books timely on a monthly basis) provides meaningful and reliable information in a summary format useful for telling a story. It is one of the best investments a business or nonprofit can make. AUDIT - May be a requirement for compliance.
Through that process, however, may emerge observations which are invaluable to improving financial reporting processes and internal controls. It is a discipline that looks at historical data, but provides invaluable information about strategic and tactical options for improving the bottom line.
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Native to Tidewater, Steve Hollberg graduated from College of William and Mary with a B.A. in Political Science, and from Virginia Commonwealth University with Post Baccalaureate degree in Accounting.
He became a licensed CPA while working through evening classes in 1991.
Steve served in a variety of financial roles with Fortune 500 firms focusing on process improvement, forecasting, estimating reserves and providing statutory and GAAP based reporting for subsidiaries.
He managed litigation, the audit process and served as corporate rep and fact witness for litigation in state, local and Federal courts nationwide and supported litigation involving bankruptcy fraud and forensic investigations of major lending institutions.
He became a licensed CPA while working through evening classes in 1991.
Steve served in a variety of financial roles with Fortune 500 firms focusing on process improvement, forecasting, estimating reserves and providing statutory and GAAP based reporting for subsidiaries.
He managed litigation, the audit process and served as corporate rep and fact witness for litigation in state, local and Federal courts nationwide and supported litigation involving bankruptcy fraud and forensic investigations of major lending institutions.
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