In 2004, Dick Holton decided to retire and he transferred his clients to me in Willimantic, CT. With a team of 4 people, we took in interns from Southern State University. When we moved back to South Carolina in 2010, all but one client came with me and those original clients are still with me to this day. This is something I'm very proud of because moving locations can put a lot of stress on clients, but I make taking care of my clients a priority!
There's a lot to be said about their satisfaction and willingness to move with me as I grew! I am a certified Quickbooks Pro Advisor and Reporting Agent for the IRS Payroll. I can help you with your business' monthly, quarterly, and yearly bookkeeping and all aspects of payroll such as paychecks, direct deposits, payroll liabilities, quarterly reports, and reconciling payroll.
I have access to enrolled agents, CPA's and local financial advisors as well, so you can create the local team you need to get your finances and budgets all in order each year!
There's a lot to be said about their satisfaction and willingness to move with me as I grew! I am a certified Quickbooks Pro Advisor and Reporting Agent for the IRS Payroll. I can help you with your business' monthly, quarterly, and yearly bookkeeping and all aspects of payroll such as paychecks, direct deposits, payroll liabilities, quarterly reports, and reconciling payroll.
I have access to enrolled agents, CPA's and local financial advisors as well, so you can create the local team you need to get your finances and budgets all in order each year!
Services
About: We help plan and organize your financial information on a monthly basis to help you understand the financial position of your business.
About: Let us help you match the cash balance on your balance sheet to the corresponding amount on the bank sheet.
We can complete this at regular intervals to ensure the records are correct.
About: We offer payroll solution's that meet your business's needs and enable you to spend time doing what you do best - running your company.
About: Receive guidance and a financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
About: Let us help you match the cash balance on your balance sheet to the corresponding amount on the bank sheet.
We can complete this at regular intervals to ensure the records are correct.
About: We offer payroll solution's that meet your business's needs and enable you to spend time doing what you do best - running your company.
About: Receive guidance and a financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
For local Business Consulting and Marketing, reach out to my friends at Creative Consulting!
They offer free consultations for business owners and help guide them in the right direction for all things business and marketing.
Make sense of your investing by consulting with Jared A Carron of Edward Jones, Summerville!
Jared is an experienced financial advisor I would recommend to anyone trying to take a more serious approach their finances or investments.
Even if you're just curious about money and the best ways to manage yours, I recommend reaching out and connecting with him!
They offer free consultations for business owners and help guide them in the right direction for all things business and marketing.
Make sense of your investing by consulting with Jared A Carron of Edward Jones, Summerville!
Jared is an experienced financial advisor I would recommend to anyone trying to take a more serious approach their finances or investments.
Even if you're just curious about money and the best ways to manage yours, I recommend reaching out and connecting with him!
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