Tax Preparation and Planning Services |
About Us
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Nicholas S. Katko, CPA |
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Deanna B. Katko, CPA |
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Our clients |
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Our approach |
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Our experience |
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Benefits of using SFS |
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Nicholas S. Katko, CPA
Nick has over 10 years of senior financial management experience in companies with sales from $25 million to $300 million. As a chief financial officer, Nick has led companies through the business strategy process, business process improvement, strategic financial management and change management. Nick has extensive experience in business negotiations, banking relationships, financial modeling, budgeting and performance measurement. Nick's business management philosophy is embedded in the continuous improvement principles of "Lean Thinking" and the belief that today's businesses must compete on time and speed.
Deanna B. Katko, CPA
Deanna has over 17 years of experience in the preparation of income and payroll tax returns, tax research and the implementation of accounting software. Deanna's public accounting experience includes work in the Lexington offices of PriceWaterhouseCoopers LLP, Moore Stephens & Potter, LLP, and Darling & Reynolds, PSC. Deanna has experience in developing comprehensive tax strategies for individuals, corporations and partnerships. Deanna believes the key to a successful tax strategy is the tax preparer developing a continuous relationship with the taxpayer, rather than meeting once a year.
Our clients
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Start-ups and entrepreneurs who are in need of a seasoned financial executive but may have limited resources |
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Growing businesses where financial and operational needs have exceeded the abilities of existing management |
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Established businesses looking for additional growth opportunities and direction |
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Our approach
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Team-oriented – working directly with your management team |
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Proactive leadership – leading companies to practical solutions |
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Flexibility – providing customized services to meet your business needs |
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Process-focused – creating the plan and the process to achieve your goals |
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Our experience
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In Business Strategy |
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In Accounting Management |
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In Operational Planning |
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In Continuous Improvement |
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Benefits of using SFS
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Implementation of solutions, rather than simply recommendations |
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Consistent, reliable involvement in all facets of your business |
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The ability to customize financial services to best meet your business needs |
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The opportunity to acquire an experienced and successful senior level financial manager |
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Provides companies access to experience currently outside the skill set of current employees |
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Less time-consuming, risky & expensive than traditional hiring |
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Objectivity – unfiltered source of sound, factual advice |
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Performance-based attitude |
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