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Our Services

Tax Planning

A business's financial ability to be tax-efficient is essential to its growth. Minimize costly end-of-year tax bills with our tax planning services, which often hurt small or

midsize businesses' long-term growth.

Don’t Let Your Business be Held Back by Taxes
Let me help. With my knowledge and experience at your disposal, you will receive:

  • Expert tax planning advice to keep your business moving forward

  • Get customized advice to fit your unique business

  • Stay up-to-date on the latest changes in the tax code

We’ll create a plan that ensures all taxable elements work in tandem, resulting in the lowest taxes
possible for you or your company. We have the strategies to help you get the most savings and see this
year be your best year yet. We work with you to educate you on how tax planning can put your
businesses in the right position within the market so you are never held back from success.
Together, we can save you money and elevate your company from a small business to a financial


Experience the Difference with
A Certified QuickBooks ProAdvisor

Enhance your businesses by working with a Certified QuickBooks ProAdvisor on all your book-keeping needs. From the beginning stages of account setups to the daily processing, all the way to end-of-year reconciliation, FYE Finance supplies businesses with an advisor who knows how to best run their finances and maximize their profits.

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Accounting & Bookkeeping

Save yourself from the endless hours spent managing your books and determining your financial health. I can crunch the numbers on your behalf and provide comprehensive accounting and bookkeeping services. We work with you, as a team, towards a common goal of maximized cash flow, budgeting, and daily records that help growing businesses thrive.

Financial Advisory Coaching

Engage in one-on-one sessions to understand the financial health of your business and learn about how you can enhance business performance to meet your goals. With my help, you can improve the long-term financial management of your business, achieve financial goals, and adopt new behaviors that foster a culture of success.

QuickBooks Training

As a QuickBooks ProAdvisor, I seek to empower my clients by equipping them with the necessary tools
and information to master QuickBooks to take charge of their business's financial performance.

  • Learn how to save time & money with QuickBooks

  • Get customized advice to fit your unique business

  • Tailored step-by-step instructions that are easy to follow

CFO (Chief Financial Officer)

Seeing the numbers is one thing. Finding growth opportunities is another. Outsource your Chief
Financial Officer duties to an expert in accounting services, and use their insight into the industry to
make informed decisions about your finances that will take you from a small business to an industry
giant. When your business has a CFO that is an EA and Financial Analyst, your business can save time, money, and stress because you'll know your finances are in the right hands. See your businesses bloom into something greater than you ever dreamed of with FYE Finance CFO services. Let us worry about the numbers, so you can focus on your business.

Tax Preparation

When preparing for tax season, your business needs to be sure it complies with all federal and state tax
laws, which can be difficult when things are changing. We stay current on all local, state, and federal tax opportunities, so you never fall prey to compliance issues or miss tax-saving opportunities. When you have FYE Finance on your side, you'll find new strategies that allow your businesses or estate to plan ahead and stay in accordance with all compliance laws and developments.

Use our skills to manage personal or business tax matters, and rest assured that no opportunity for
savings will go unturned. You can be sure that your future tax liability will be minimized to the smallest
amount possible, allowing your business to continually grow.

About FYE Finance

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About FYE Finance

A little about how we serve you…

We Listen.

During the initial consultation, we listen and learn about your current financial situation. This helps us assess your needs.

We Plan.

After listening to our clients, we share our vision to ensure we have your best interest at heart.

We Visualize.

Using every opportunity at hand, we continue to provide personalized services. We pass those benefits along through compliance updates, tax strategies, etc.

We Materialize.

Working as your business partners, we help you meet challenges, find solutions, and grow your cash flow.

We Teach.

Our job doesn’t end there. As your tax strategist, we ensure that you become more confident, knowledgeable, and financially savvy.

Call Us.

We will love to get in touch with you.

We Are A Family Business & We Love Serving

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