Stress-free financial management & professional organization
Offering confidential money management and financial organizational services for businesses and individuals. Encompassing bookkeeping, budget and expense analysis, and financial report preparation and interpretation
SERVICES
Keep your financial and life affairs organized, while saving yourself time and aggravation. Get a complete financial picture that is easy to understand and a roadmap to achieving your future goals.
Oversee cash flows
Bill pay and expense analysis
Compliance and tax filing prep
Filing systems and mail management
Data analysis of financial reports
Reconciliations of accounts
Bookkeeping support using Quickbooks
PROFESSIONAL EXPERIENCE
As a graduate of Sienna College, with a BBA in Accounting, I bring decades of accounting knowledge, organizational abilities and business experience to my clients. My diverse background includes trust management, real estate marketing and sales, office management, bookkeeping and auditing. I am a licensed Real Estate Salesperson with Beach & Bartolo Realtors and a former subcommittee member of the Hawthorne Valley Review Board. I am proficient using a number of accounting/finance programs including Intuit Quickbooks and Point of Sale.
