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 continue to monitor, 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.

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.

Palisades Credit Union is a not-for-profit organization founded in 1941 with a vision of building valued relationships through a lifetime of financial solutions. It operates three branches and provides a suite of full service banking products and services. Membership to Palisades Credit Union is open to anyone who lives, works, studies, volunteers, or worships in Rockland County, New York or Bergen County, New Jersey.