Sullivan, Ltd
Sullivan, Ltd

Sullivan, Ltd

Offers remote services
Offers remote services
$95/hour
estimated cost


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Responds within a day

Introduction: I provide income tax compliance and consulting services to owners of small to mid-size businesses, as well as business valuation services. I have over twenty years of experience as a CPA for smaller to mid-size companies and their owners. Expert at all types of entities and tax situations, including Limited Liability Companies (LLC's), S Corporations, corporations, partnerships, sole proprietors and others. Well versed with responding to past due tax returns and attempts to abate or minimize penalties. Hands on with Quick Books and other accounting software, budgeting, planning and business valuation. I help businesses succeed by implementing budgeting and monitoring of financial results. I obtain and understanding of the business owners' goals and implement accounting controls and processes that help achieve them.
Overview

Hired 1 time

Serves Saint Paul, MN

License verified

1 employee

18 years in business

Credentials
License

License Type: CPA – Certified Public Accountant (MN)

License verified on 3/2/2021

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I generally price my services at a standard hourly rate, which I discuss ahead of time with you and include in the engagement letter. Depending on the scope of work, I also will provide an estimate of the fee range.

  • What is your typical process for working with a new customer?

    I usually meet with a potential client to discuss their specific needs and determine whether we are a good fit to work together. I then follow-up with an engagement letter, or services agreement, which describes the services to be performed, estimated time of delivery and a fee estimate. I then perform the services requested and work with the client to obtain the necessary information to complete the services. I strive to be client responsive and provide high quality services they expect.

  • What education and/or training do you have that relates to your work?

    I graduated from the University of Minnesota and am a certified public accountant (CPA) licensed in Minnesota. I also hold the Accredited in Business Valuation (ABV) designation issued by the American Institute of CPA's, which is a credential given to individuals who are specialist in business valuation, or business appraisal. There are roughly 3,200 ABV credential holders in the United States, out of 400,000 CPAs.

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