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.
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.
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