Stony Point, NY
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
Stony Point, NY
If you are retired, or within a few years of retirement, we expect you’ve had several advisors; that you have done a good job accumulating over the years; and yet for any number of reasons, you may have concerns.
We want you to know you’re not alone. While many families successfully save money and set goals, we’ve found it’s simply not enough to establish your long-term goals. You’ll also need a lifestyle plan, a legacy plan, and an income plan that matches those goals—and then someone to help you keep it all together.
At Emerald Retirement Planning, that’s what we do, and what we offer—systematic yet customized planning along with objective advice and counsel. Please call us to schedule some time to review our process. The first meeting is complimentary.
17 Squadron Blvd
New City, NY
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
25A Vreeland Road
Florham Park, NJ
I am a Certified Financial Planner. I help clients build a comprehensive financial plan that will allow them to achieve goals that will enrich their lives.
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.
Pearl River, NY 10965
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.
Wesley Hills, NY
Whether you are interested in personal banking solutions or financial services support for your business or commercial enterprise, talk to us about how we can help you reach your goals.
For more than 160 years, M&T has helped people and businesses manage their money and make sound financial decisions, so they can live better today and realize their goals for tomorrow. Whether you’re buying a home, building a business, or broadening your career, find out how we’re making a difference, every day, in your community.
New City, NY
Representatives: Robert Horn and Stephanie Melowski
Putnam County Savings Bank was founded in 1871 and built a reputation as a bank that genuinely cared about its customers and the towns where they lived. We were also known as a vital partner for local retailers and businesses.
In 2013, PCSB expanded into Rockland County with a branch in New City. Then on April 10, 2015, PCSB acquired CMS Bank – adding five branches in Westchester County – and expanding its footprint into the southern region of the Hudson Valley. On August 16, 2015 Putnam County Savings Bank changed its name to PCSB Bank paying homage to its beginnings as a local community bank while initiating the start of a new chapter in its history. We also introduced a new logo, which features a tree as a symbol of growth, family and our roots in the communities we proudly serve.
Today, we take tremendous pride in our commitment to Putnam, Dutchess, Westchester and Rockland Counties. PCSB Bank will always remain steadfastly true to its original charter as a bank for local businesses and hard-working families. Expanding our footprint allows us to provide our True Local, True Banking style of personalized service to even more Hudson Valley families and businesses. This is the cornerstone of our business philosophy and will be evident in everything we do.