PRIVATE PROFESSIONAL EXPERIENCED

CALL OR EMAIL:

518-828-9614




[email protected]

BOOK AN APPOINTMENT 

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.


Inclusive money management services:

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 managing trusts, real estate marketing and sales, office management, bookkeeping and auditing.  I am 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.       


​CONTACT

(518) 828-9614

[email protected]

Hours: By appointment only



BOOK AN APPOINTMENT


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