03/08/2017
In 2006, I began working for my husband in his CPA firm doing light bookkeeping, budgeting, and cash flow projections for some of his clients. What started out as part time helping out in the office, developed into a business of its own, which I now own and run. With college courses in Accounting and a Master’s Degree in Public Administration, coupled with my natural inclination towards planning, I possess the skills and experience to put your personal finances in order.
My background in Social Work has given me a profound insight into the stress and emotional strain that a struggle with finances can bring to bear on relationships and families. My emphathetic approach, combined with twelve years’ experience managing clients’ personal finances, gives my approach a uniquely personal touch. With three children of my own, I understand only too well how difficult it can be to stay on top of things…even with my skills and experience. My goal is to share this experience with you, to help you get – and stay – in control of your money.
