OUR COMPANY

HELPING YOU MAKE & SAVE MORE MONEY

With our services, you’ll receive valuable information to improve your cash flow, control your operations, and reduce your taxes. It will be prepared accurately, based on proper accounting rules and procedures. Plus, we’ll help you understand what the numbers mean, and how you can use them to manage your organization more profitably. You’ll uncover a goldmine of profit-building information as you determine your financial standing, and when used properly, this information can help you better plan for the success of your business.

Call today for a free consultation. There is absolutely no obligation. It will be well worth your time! We pride ourselves in being more than just accountants or bookkeepers. We are committed to being that and more. We want to be your Profit and Growth Experts. The services we offer are designed to give you the information you need to make the most profitable decisions for your organization. We’ll provide you with timely and accurate information so that you can focus on what you do best in your company.

CERTIFICATIONS

PB (Professional Bookkeeper)

CPA (Certified Public Accountant)

FMP (Foodservice Management Professional)

CHAE (Certified Hospitality Accountant Executive)

CHTP (Certified Hospitality Technology Professional)

CSFM (Certified School Financial Manager)

LICENSES

Series 7 (Securities)

Series 9 (Supervisory)

Series 10 (Supervisory)

Series 52 (Municipal)

Series 63 (Kentucky)

Insurance (Kentucky)

 

Industry Tax, Accounting & Auditing Experience

Coal Mining
Governmental
Highway Construction
Hospital
Hotel
Manufacturing
Mechanical Contracting
Nursing Home
Printing
Restaurant
Retail
Wholesale Distribution

Education

University of Kentucky

Indiana University, Kelley School of Business

Leadership Louisville

Volunteer Experience

Dogs Helping Heroes, Inc.
Recording for the Blind & Dyslexic
St. Andrew’s Episcopal Church
Dunn Elementary PTO
Kammerer Middle School PTO, Tennis
Ballard High School PTO, Baseball and Field Hockey
Lyndon Recreation Tee Ball, Softball, Baseball, and Football
United Way