Harley M. Sherman, CPA Inc.

My training and experience makes me uniquely qualified to provide my customers with the exceptional service they expect. A primary key to my success is that I take time to listen to my clients and understand their needs. Once I understand the expectations, I work with my client and set a plan to complete the engagement. My work extends beyond the actual tax return, financial statement, etc. I look to see the impact on other aspects of the client's life. As I work through the engagement I look out for potential issues. I discuss the issues, possible solutions, and the pros and cons of the solutions with the client. I provide my client with the knowledge to make an informed decision. I also do not charge for those 5-minute questions that pop up throughout the year. My client ends up with a high-quality product, insight to how the decisions will impact other aspects of their life, and support throughout the year. The tools I use integrate with each other. I use a professional- grade cloud- based tax software, which allows me to make changes to the tax return as soon as data comes in. I realize many business owners, for one reason or another, choose not to use cloud-based accounting software. I work with and support both QuickBooks Desktop and On-line. I have been a Quickbooks ProAdvisor since 2014. I am also fluent in Microsoft Office products for data analysis, report writing, and presentations. I provide a high-quality product, personal service, competitive prices, and excellent customer service. Doing what I do best, allows my client to do what they do best. This saves them time, money, and headache. It gives me great satisfaction to empower my clients to make informed decisions, feel confident about those decisions, and benefit from those decisions. Often times, a client will tell me, "You saved me (time and / or money) way more than the fee I am paying you." I enjoy doing tax and accounting work and providing my clients with solutions that lead to positive outcomes.