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ACCOUNTING & ADVISORY SERVICES FOR SMALL BUSINESSES

Empowering small business owners to make strategic decisions that go
beyond
just the financials, through comprehensive accounting and advisory services
tailored to deliver more than just the numbers.

We Offer

Personalized
Service

You will work directly with me throughout the entire process, from the initial proposal to the final deliverable.  (No getting transferred to a junior staff or offshore team after the initial sales pitch!)

Breadth of Experience

You will receive the knowledge and expertise from an accounting professional who is a CPA, CEPA (Certified Exit Planning Advisor) and a Mindshop Accredited Advisor.  These credentials come alongside over 13 years of  experience in public accounting assisting businesses of various sizes, in a wide array of industries, with financial compliance and business advisory needs.  Having seen the inner-workings of so many businesses allows me to provide insights that benefit you!

Partner in Financial Decision-making

You will benefit from my passion for helping clients reach their desired levels of success on both a personal and professional level.  You are a unique individual who has a life outside of work.  Let me make the financial statement process as painless as possible so you can be free to live your best life!

© 2025 by Beyond Financials LLC

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