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PLM CONSULTING

Accounting, Bookkeeping, Taxes and Consulting

Investment Industry Operations Specialists 

Personal, Self-Employed Businesses, Corporations

Whether it’s your personal taxes, you are starting a business, or purchasing a business, we can help! Do you need to get back on track, or need to implement a more efficient business system? We can help! You can have confidence moving forward knowing we are as passionate about your success as you are!

•  Personal income tax returns 
•  Self employed and corporate tax returns
•  Bookkeeping and initial set-up 
•  Intuit QuickBooks Pro Advisors and proficiency in Microsoft Office Products  
•  Government filings
•  Delinquent tax returns and filings
•  Business consultations, including purchase investigations

Over 30 years accounting experience - as a CFO overseeing multiple companies under the same ownership in the Investment Industry, partner in an investment firm, a consultant setting up system controls for everyday operations and regulatory reporting, and serving in the public accounting field.