Let's Talk!
Online Booking
for Consultations
Now Available
970.829.8291
9125 County Road 70 Windsor CO 80550
Now Accepting
Small Business Clients
What people are saying
"I love what you do. You are straightforward and easy to work with."
David S
"We brought Wendy a complicated set of accounts for multiple entities and her organization, attention to detail and assistance helped us tremendously."
"I especially want to thank her for the exceptional assistance we received in tax preparation, both for our business and personal taxes. Very professional accounting work."
Dax H
Tax Planning & Return Preparation
In order to reduce your taxes or increase your tax refund on your next tax return, tax planning throughout the given tax year is crucial. Entity selection, deferring income and accelerating deductions all come into play when trying to minimize your overall tax liability.
Bookkeeping Services
Outsourcing the services of a professional bookkeeper not only provides you with accurate accounting data needed to make strategic business decisions but it also provides you much needed time to concentrate on actually running your business and pursuing your passion.
Project Based Offerings
-> Accounting & Bookkeeping Catch Up
-> Quality Controls Around Financial Processes
-> Implementation of New Technology
Services Available
Tax Planning & Return Preparation
Bookkeeping Services
CFO & Advisory Services
Project Based Offerings
Entity Selection & Restructuring
Financial Life Roadmap Review
CFO & Advisory Services
We can help you increase bottom line revenue by identifying and correcting weaknesses. Do you have a five-year plan for selling the business or concerned about a key person exit? Lets talk. Do you need effective and smart tax strategies? Every business does!
Entity Selection & Restructuring
Your business entity has a large impact on your taxes and other liabilities. I can guide you in choosing the most advantageous entity type or restructuring later on.
Financial Life Roadmap Review
Let us work with you to recognize critical financial events, recommend ways to protect your interests, and strategize for effective income tax reduction. Tap into our knowledge to help define and achieve your personal financial goals.