211 Billinger Street, Summerville, South Carolina 29486
Financial Services and Expertise
Experience
I have experience helping small and startup companies with all aspects of growing a business. I provide Strategic and Financial Consulting including budgeting, financial planning, and forecasting as well as all elements of Accounting and Corporate Finance including general ledger, cost and financial statement and tax preparation.
About me
Prior to starting my consulting business, I spent many years in the corporate world. First in accounting and financial planning, followed by general management as an executive, vice president and CEO for both established companies and startups. I hold an Undergraduate Degree in Accounting and a Masters in Finance.
Certifications
I am a Certified QuickBooks Online Advisor and have in depth knowledge of QuickBooks Pro and QuickBooks Online. I am an IRS Enrolled Agent and have years of preparing individual and corporate tax returns. I am expert in using Excel, Word and PowerPoint. I have a Masters Degree in Finance and an undergraduate degree in Accounting.
Team Members
Keith Richardson
Margaret Richardson
Keith Richardson
Keith is a Tax Preparation Expert managing Individual Tax Returns.
Our Growing Team
Margaret Richardson
Keith Richardson
We value your business and are working hard to provide you with superior tax and accounting support at a reasonable price.
Margaret Richardson
Margaret Richardson
Margaret Richardson
Margaret has joined our team this year as Administrative Support for our growing business.
Tax Preparation Services
Welcome! We will be scheduling appointments for 2023 Tax Preparation starting January 2, 2024. You can find a 2023 Tax Organizer from our DOWNLOADS section below.