About jody rorick, cpa

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My practice in Daily Money Management has steadily grown since I started my business in 1996. I work with my clients on a one-on-one basis, and I gain satisfaction when I see relief on their faces. Their gratefulness is the reason I like my business so much. I am able to establish a rapport with each of my clients, and our professional relationship has a personal side to it as well.


All of my clients have come to me through referrals from other professionals, friends, or business owners. Word-of-mouth advertising works best for me, since my service is so personal. I offer a free in-home consultation in order for you and I to meet, and to see if we’re comfortable with each other. During this session, I can give you an estimate of the time it will take me, and how many visits per month I think are needed. If you want only insurance claim resolution work done, I can work in my office, and save you the cost of my travel time. Call me or send me an e-mail, and we can set up an appointment to meet each other. 

EDUCATION AND PROFESSIONAL BACKGROUND

  • Certified Public Accountant-Licensed in New Jersey
  • M.B.A.- Professional Accounting - Rutgers Graduate School of Management, Newark, New Jersey
  • B.A.- English - Case Western Reserve University, Cleveland, Ohio
  • Several years work experience in banking (CitiGroup) and public accounting (Ernst and Young)

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PROFESSIONAL ORGANIZATIONS

American  Institute of Certified Public Accountants


New  Jersey Society of Certified Public Accountants

   State  Level

  • Trustee, Board of Trustees 2011 - 2014
  • Financial Literacy Committee 2007 - 2011
  • Chapter Operations Committee 2009 - 2010

   Chapter Level

  • Immediate Past-President, Monmouth/Ocean Chapter 2011 - 2012
  • President, Monmouth/Ocean Chapter 2010 - 2011
  • Vice President, Monmouth/Ocean Chapter 2009 - 2010
  • Secretary, Monmouth/Ocean Chapter 2008 - 2009
  • Treasurer, Monmouth/Ocean Chapter 2007 - 2008
  • Chair and Founder Elder Care Committee, Monmouth/Ocean Chapter 2005 - 2009
  • Chair and Founder Women’s CPA Group, Monmouth/Ocean Chapter 1998 and 1999


National  Association of Women Business Owners

  • Immediate Past President, Central Jersey Chapter 2010-2011
  • President, Central Jersey Chapter 2009 - 2010
  • President Elect, Central Jersey Chapter 2008 - 2009
  • VP  Marketing, Central Jersey Chapter 2007 - 2008
  • Newsletter  Editor, Feature Articles, Central Jersey Chapter 2007-2008


American  Association of Daily Money Managers

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recognition

Better Business Bureau

NJCPA Medallion Recipient

NJCPA Medallion Recipient

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Better Business Bureau Rated A+, accredited since 2010.   The BBB Standards for Trust are built on eight principles that summarize important elements of creating and maintaining trust in business.

NJCPA Medallion Recipient

NJCPA Medallion Recipient

NJCPA Medallion Recipient

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2019/2017 recipient of the Distinguished Service Medallion coin for the highest level of service to the NJCPA and their commitment to furthering the accounting profession.

Only a handful of coins are awarded each year.