Accounting Brew provides accounting, bookkeeping, start-up business and tax (preparation/planning/strategy) services to individuals and small to midsize companies. We also specialize in real estate accounting and structuring and provide real estate property accounting services to landlords, property owners and investors. The Principal has nearly two decades of accounting, tax, audit, business and compliance experience focusing on various industries and having over 15 years of real estate experience. The Principal was formerly employed by one of the Big 4 accounting and audit firms. We are registered with the IRS to prepare tax returns.
Financial Planning, Wealth Management.
Full Service, Independent Financial Planning & Wealth Management serving individuals, families and businesses.
To help you achieve a life that is “Well Lived, Planned and Protected.” We all have financial dreams for our loved ones. Through the use of financial products and services, and working as a team with your accountant and attorney, my goal is to help foster those dreams.
When a family has a dependent with “Special Needs,” they may not be able to communicate their dreams. In this case, the need to protect the family’s dreams then takes on a whole new meaning.
What would happen to your financial legacy if you were to die too soon, become disabled, or require Long Term Care? What would happen if you fail to properly fund your retirement plan, your children’s education, or the family business succession plan?
Providing financial clarity to our clients.
We help individuals and small businesses organize and direct their finances. From creating a bookkeeping system and workflow, to running payroll, managing full-cycle A/R and A/P, to maintaining accurate books and running reports, Careful Books, LLC can solve your bookkeeping headaches. Backed by more than 6 years of bookkeeping experience in both for-profit and non-profits.
Residential, Commercial and Hard Money Broker
Financial services and Liberty Mutual property and caualty
I am a dedicated financial professional with a passion for helping clients secure their financial future by providing comprehensive financial planning and personalized investment management solutions.
Areas of focus:
+Retirement income planning
+Estate conservation (In collaboration with your attorney)
+Insurance needs analysis
+Long term care needs analysis
+Tax minimization strategies (In collaboration with your accountant)
+College 529 planning
Feel free to contact me if you or someone you care about is:
•experiencing a major financial change such as retirement, career change, inheritance, divorce, legal settlement, or starting/exiting a business
•unhappy with the advice you’re receiving from your current advisor
•lacking the time or skills to manage your own portfolio
•have an interest in learning how to better align your wealth with your values through sustainable or impact investing
☛ I am always looking to connect with others to grow my network, develop quality relationships, and be a trusted financial resource.