Watching small business owner flourish by helping them understand their financial health, tax implications, and creating strategies that will limit liability in order to create/promote profitability.
Born in Syracuse NY, but have been a "Charlestonian" for quite some time. I obtained my associates degree, and once realizing that accounting and tax was a true passion of mine, I then decided to obtain my bachelor's degree.
Small to midsized business owner(s) who are looking to outsource their bookkeeping, keep on the straight and narrow with tax planning and strategy, as well as knowing that they are worth so much more than the cost of outsourcing these types of responsibilities.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you currently working with an accountant?
How is your business structured for tax purposes (i.e. Sole Prop, S-Corp, C-Corp)?
Do you have employees?
Describe How You Would Like To Be Introduced Via Email
Teresa focuses on your individual/business needs, so that she is able to offer a full range of professional services that are based on your personal situation, that are tailored to your specific needs.