-Retirement rollovers and transfers
-Financial advise to widows
Stony Point New York 10980
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. Im 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. Youll 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
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
One Blue Plaza 10th Floor
Pearl River 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.
Wesley Hills NY
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.
Pearl River NY 10965