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Financial Success Starts Here

​Your Finances, Made Simple & Strategic

🧾Services

No one-size-fits-all pricing. I’ll work with you to build a package that fits your goals and budget.

Individual Services

  • ​Tax Preparation & Filing

  • Investment Strategy

Small Business Services

  • ​Accounting, Payroll, & Compliance

  • Tax Preparation & Filing

  • Financial Forecasting & Strategy

Contact me today with what I can help you with and I will give you a quote!

💼 Why Work With Me

At Sunrise Finance & Consulting, you’re not just a file — you’re a person, and your financial clarity matters. With over 15 years of experience in accounting and finance, I bring big-firm expertise with small-business attention. Whether you're a new entrepreneur or a seasoned business owner, I offer reliable, honest guidance, customized to your goals — no confusing jargon, no cookie-cutter solutions.

✔ Expert help, no ego
✔ Real conversations, not forms
✔ Clear answers — not guesswork

🤝 What to Expect

From the first call to the final report, I keep things straightforward, professional, and built around you.

  • 📞 A free initial consultation to understand your needs

  • 📁 Secure document sharing via Google Drive

  • 💻 Virtual meetings through Microsoft Teams

  • 💬 Ongoing communication and proactive updates

  • 💡 Guidance tailored to your business stage and goals

 

Whether you need monthly support or one-time cleanup, I’ll match the level of involvement you want — no pressure, just partnership.

💬Testimonials

I have used Todd for several years to do my taxes, he is very transparent on pricing, setting expectations to be complete, and is very flexible on when we meet which helps with my busy life.

Dan

I have needed help with my individual taxes and some occasional guidance on my business when filing sales tax returns, and how best to do the monthly accounting myself. He has helped guide me and allowed me to determine how involved he is.​

Lanae

I wanted to start my own business and knew nothing, Sunrise set up my business filings, prepared projections to secure a business loan, did my monthly accounting, payroll, annual taxes and filings, literally everything.  Allowed me to pursue my dream.  THANK YOU!!

Jeff

Bringing Todd on as my accountant for my business was a game changer. I am now working on my business instead of for my business. He handles the monthly accounting and annual taxes with easy to understand terms, allowing me to grow.

Tony

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