Bookkeeping & Money Management

The first step in planning your financial future -- personal or business -- is to know what your situation is today. For many individuals and businesses, that will require improvement in how you track your finances. After a career as an economic/commercial officer in the U.S. Foreign Service, I began work in 2003 as a personal daily money manager and bookkeeper.

Helping them to install and customize financial software, especially Quicken or QuickBooks. Troubleshooting their problems with financial software, or helping them to use it more effectively. 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.