Proactive Planning & Budgeting
Design Your Financial Firewall: Establishing Clear Budgets and Financial Systems for Control and Peace of Mind.
Over 3 Years of Dedicated Experience Managing Finance and Logistics, Combined with Extensive Fraud Investigation Expertise.
I offer professional proactive planning services to help both individuals and small businesses establish and maintain organized financial records and systems. As an independent provider and Certified Fraud Examiner (CFE), I ensure your finances are structured so you can focus on achieving your personal or business goals. With my expertise in fraud detection and prevention, I incorporate additional layers of protection into every plan to safeguard your financial assets from potential threats.
Understanding Our Role:
Proactive Planning vs CPA Services.
System Design & Financial Oversight
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I design budgets and establish purchasing guidelines to help you stay on track. This foundational setup allows you to move away from reactive tracking to proactive financial control and clear oversight.
Embedded Fraud Prevention
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As a Certified Fraud Examiner, I build fraud prevention measures into your system, identifying potential vulnerabilities and implementing safeguards as part of your financial setup.
Strategic Insight & Reports
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I prepare customized financial reports, such as progress reports, income statements, and cash flow statements, tailored to your needs. These reports provide valuable insights to empower your informed decision-making.
Accessible and Personal Service:
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As an independent provider, I offer personalized and accessible services, working closely with you to understand your challenges and goals. My focus is hands-on mentorship to ensure your long-term success with a custom system to fit your needs.
Streamlined Tax Preparation
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While I do not offer tax preparation services, I ensure that your new system allows transactions to be assigned to tax deduction categories, making it easier for you or your CPA at the end of the year.
Versus a CPA
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CPAs may offer bookkeeping services, but their primary focus is on providing higher-level financial analysis, audits, tax preparation, and financial reporting in compliance with regulatory standards.
Versus a CPA
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While CPAs may also address fraud prevention, their primary focus is on compliance, tax preparation, and financial statement assurance.
Versus a CPA
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CPAs prepare financial statements and reports in compliance with generally accepted accounting principles (GAAP) and other regulatory requirements, often providing assurance on the accuracy and completeness of the information.
Versus a CPA
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CPAs may work within larger firms, which can sometimes limit the level of personalized service and direct interaction with clients.
Versus a CPA
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CPAs specialize in tax preparation and filing, providing comprehensive tax services to ensure compliance with tax laws and regulations.
FAQ
​​How secure is my financial data? Your financial data is handled with the utmost care and confidentiality. I follow strict security protocols and best practices to ensure your information is protected at all times. This includes secure communication channels and encrypted storage. Importantly, I do not maintain full account numbers or social security numbers.
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What related services do you not provide? I am not a licensed Certified Public Accountant (CPA), Public Accountant (PA), or part of an accounting firm. I do not provide audit, review, or compilation services, and I do not issue audits, reviews, or compilations reports. While I help design budgets and offer financial management support, I am not a financial advisor and do not provide investment advice.
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Additionally, I currently do not offer tax preparation services. However, while providing proactive planning and financial management support, I do assign transactions to tax deduction categories to ensure easier preparation at the end of the year.
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​​How do your financial reports differ from those provided by a CPA? While I do not provide audit, review, or compilation services, I offer comprehensive bookkeeping services that focus on maintaining accurate financial records and providing useful financial insights. My financial reports, such as progress reports, income statements, and cash flow statements, are designed to help you understand your financial health and make informed decisions.
As a Certified Fraud Examiner (CFE), I also incorporate fraud prevention measures into my proactive planning and financial management services, ensuring that your financial records are not only accurate but also safeguarded against potential fraud. My approach emphasizes practical and accessible financial management without providing the formal assurance or opinions that are the domain of licensed CPAs.
In summary, my services are designed to support your daily financial management and fraud prevention efforts, providing valuable insights and practical solutions tailored to your needs.