Tax Strategy and Preparation, Accounting, Financial Planning, Investments
About LedgerXpert
Experience
Experience
Experience
Former Chief Financial Officer, Director of Finance, Finance Controller, Funding Director at multi-million dollar corporations, IRS Authorized Tax Preparer, Certified Bookkeeping Professional, Certified QuickBooks ProAdvisor, QuickBooks Online Certified, Certified Financial Planner courses completed: Income Tax Planning, Investment Planning, Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, Former licenses held: FINRA General Securities Registered Representative / Series 7, FINRA Uniform Securities Agent State Law / Series 63, FINRA Investment Company and Variable Contracts Representative / Series 6, Licensed Utah Mortgage Originator. Currently Licensed as a Utah Insurance Agent and SEC Registered Investment Advisor Representative / Series 65. Over 25 years of business and financial industry experience. U of U graduate - 1996.
Services
Experience
Experience
At LedgerXpert, a wide range of Financial Management services are offered, including: Tax Preparation, Advanced Tax Strategy Coaching, Business Entity Set Up, QuickBooks Online accounting software consulting and implementation, bookkeeping, payroll processing, accounts payable, accounts receivable, financial analysis, cash flow analysis and forecasting, capital expenditure vs ROI analysis, cost of funds analysis, budgeting, profit and loss / balance sheet statement preparation, and more. Services and consultations are tailored to meet the specific needs of each client and may be rendered on a monthly basis or project specific basis. Offering competitive fees for these services is a top priority. Fee based Financial Planning or Asset Under Management fee structures are offered separately from Tax and Accounting or Fractional CFO services.
Approach
Experience
Approach
Building strong long-term relationships with clients is the goal. My approach is to provide personalized comprehensive service and to be available whenever our clients need me. I work closely with clients to understand their unique needs and goals. Fee transparency and a sense of true value for my services is as important to me as it is to you. I prefer to work with local small businesses so I can understand their business model, products and services, and employee and operations dynamics. I specialize in small businesses generating $500,000* to $5,000,000 in gross annual revenue
*Services for newer businesses generating less than $500,000 annually are offered on a case by case basis.