The dream of every small business owner is to push a button and know exactly how well their business did that month and year. They want to know how much cash they have in the bank, who owes them money and how much they owe their vendors. I’m here to make that dream come true.

Utilizing QuickBooks, a wonderful accounting program that provides small businesses a full set of accounting software, I customize your account, monitor transactions and correct problems as they occur. The result will be a file with accurate payables, receivables and reconciled bank balances. I also educate and train you and your staff to correctly input information and utilize functions that relate to your business.

Did your dream just come true?

As a Certified QuickBooks Pro Advisor and a Seasoned Tax Professional with over 20 years of experience, I have seen hundreds of QuickBooks accounts. I can count on two hands the number of QuickBooks accounts with accurate accounting ready to use to prepare financial statements or tax returns with few or no adjustments.

The problem is many small business owners have very little or no accounting background. They hire a CPA who does not know QuickBooks, attempt to use QuickBooks on their own, or hire someone that knows QuickBooks but not accounting. It takes a person with an accounting background and a sound knowledge of QuickBooks to do the job.

Inaccurate QuickBooks accounting records are a big problem during tax season. Your tax preparer does not want to fix your records. Instead, you will be confused by an enormous amount of journal entries that will not correct the issue in your system. Information entered into the program incorrectly can take days or weeks to correct. You’ll face a great possibility of your return being put on ‘extension’ and possibly filing late with penalties and interest.

As your Certified QuickBooks Pro Advisor and a Proficient Tax Accountant, I clean up and organize your QuickBooks file. The file will then be ready for your year-end closing to use to prepare financial statements and the tax returns.

I promise to take the time to learn your business and treat it as my own. My goal is to make your business run seamlessly all the time so that tax season in not a daunting time of year.
Serving Rockland, Orange and Putnam Counties

As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial strategies that line up with their needs, goals and risk tolerance. I take a comprehensive approach to wealth management which encompasses all aspects of investing, liability management, risk management, and trust, estate, and fiduciary services. By this approach, I help individuals, families, and businesses to build, manage, preserve, and transition wealth.

My process begins by listening to my clients and gaining an understanding of their current situation and their future goals. I analyze the information the client’s share with me and I go to work. I develop various strategies to address the client’s concerns and objectives until I arrive at a strategy specifically designed for my client, always being mindful of controlling costs and expenses. It is extremely important that clients understand my recommendations before I explain, in depth, my findings, and with agreement I implement those strategies  in an independent, objective and unbiased manner. As life circumstances change, so must the investment strategies used. For that reason, I offer ongoing meetings to clients to evaluate the progress and make adjustments to the plans as necessary.

I am proud of the education, training, and ongoing commitment to professional development that I bring to each relationship. With my education experience and background I provide the utmost due diligence and service to my clients and with my wide range of accomplishments, bedside manner and active listening skills, I have the ability to educate and advocate for my clients in order to help my clients and their families succeed financially.

INVESTMENT AND INSURANCE PRODUCTS

NOT FDIC – INSURED
NO BANK GUARENTEE
MAY LOOSE VALUE

Wells Fargo Advisors is a trade name used by Wells Fargo Clearings Services, LLC, Member SIPC

Since 1996, Joyce Insurance Agency has provided the businesses and people of Rockland County, NY with unparalleled service and savings on their insurance. Barnaby Joyce, our agency’s founder, has been a leader in the community as well as a dedicated business owner. The team here understands what it is like to live and work in the Stony Point community, and as such, takes personal pride in its success.

I’ve been a full-service independent provider of Merchant Services for 20 years. I’m partnered with several processors, each providing the full suite of Merchant Services with a variety of terminals and methods of processing. Yet each has a particular specialty for which they are well known, resulting in excellent cost savings. For example, one specializes in a secure online virtual terminal for key-entering credit card/ACH information with an excellent customer management system and secure vault; another specializes in customized POS systems for Restaurants, Retail Shops, Quick Service Restaurants, and Salons & Spas; and another has a turn-key E-commerce system that integrates with Facebook and Instagram.

Technology is advancing rapidly and the processors that partner with me are on the forefront of providing what merchants and customers are looking for. My emphasis in working with merchants is to help them take advantage of state-of-the-art technology to streamline their business in today’s contactless world, while keeping their pricing reasonable through the years.