About Me

I have been working in the accounting field since 1983. I have worked in all aspects of accounting, including accounts payable, accounts receivable, preparing financial statements, processing payroll, bookkeeping, setting up accounting software, and accounting software conversions.

I started my accounting practice in January, 1992. Since that time, I have worked with clients in many different industries, including construction/remodeling, printing, trucking, public relations, restaurants, and professional services (law firms, doctors, dentists, and various types of engineering firms).

I am a Certified QuickBooks ProAdvisor (2000), Certified Payroll Processional (2000), Accredited Tax Preparer (2003), Certified Public Bookkeeper (2007). I am certified in QuickBooks Pro/Premier and QuickBooks Enterprise Solutions.

I am always looking for new clients, especially high net-worth clients (business owners with income of $250,000 and up) and condominium associations (18 unit minimum, no maximum).

I am registered with the IRS as a tax preparer. I am NOT a CPA or an EA. I am an accountant. I can do everything a CPA can do except financial statement Reviews and Audits. I do not represent clients before the IRS unless I have prepared the client's tax return.

I am a bonded Notary Public (in Illinois).

I am the President for Chapter 18 or the Independent Accountants Association of Illinois (IAAI). I have been a member of this organization since 1999. I am also a member of the National Society of Accountants (NSA), National Association of Tax Preparers (NATP), American Institute of Professional Bookkeepers (AIPB), National Bookkeepers Association (NBA), and the Association of Independent Accounting Professionals (AIAP).