Hi, my name is Sheryl Castelli, and I’d love to help you with your small business. I have been working in the accounting field for 36 years. I began my career as a paraprofessional at a well-known CPA firm, Katz Sapper & Miller in the Indianapolis area. At Katz, I gained experience working with many businesses and many different clients to prepare financials and tax returns. I truly enjoyed accounting, so I decided to further my education in this field. As well as being a mother, I worked full time and went to school for 9 years, graduating from Indiana University in 2005. Once I finished my degree, I continued to work in the accounting field as a controller for a few companies. This gave me experience in private accounting.
With that understanding, I concluded that small businesses need help to produce financials, but not always on a full-time basis. I wanted to be able to help multiple companies set up their books and produce accurate financial statements. I became knowledgeable using software like QuickBooks, and even became certified in the desktop and online versions. Many of the clients cannot afford the price a CPA firm charges to compile financials. Thus, owners try to do this work on their own, which causes frustrations and is very time consuming. The owners should instead be spending time focusing on business goals and securing customers, jobs, and clients. I am the person that can help small business owners produce financial statements monthly. The work I do for each of my clients is beneficial to the growth of their business. I provide a snapshot on how they are doing.
I give my small businesses a personal touch and answer their questions, so they can better understand the business and financials. Without monthly or quarterly financials most small businesses wait until year-end to find out how they did, which is too late to do any tax planning. Small businesses should be able to plan for tax savings as well. I can help free up owners’ time, so they can do what they are in business to do. Investing in my services upfront will generally be a cost-effective solution….by Sheryl.