After a career as an economic/commercial officer in the U.S. Foreign Service, I began work as a personal daily money manager and bookkeeper. I offer you assistance in:
organizing, reconciling and computerizing your financial records;
preparing and tracking your budget; and
setting up or troubleshooting Quicken and QuickBooks financial software.
I have worked with individuals, small businesses, and non-profits. My goal is to enable you to go to your tax professional, business partner, board of directors, or investment advisor with clear documentation of the financial situation facing you and a solid understanding of your financial requirements and priorities. I guarantee you my conscientious attention and the utmost confidentiality. I subscribe fully to the Code of Ethics of the American Association of Daily Money Managers.