My hands-on approach saves you money. Together we can set a course to help you achieve your financial goals.

Helping you get sorted out is what I'm here for. I can put your information on Quickbooks, and train you on how to use the online and desktop software to manage your checkbook and credit card accounts. I can even manage it all for you remotely, so you don't have to hand over your computer at tax time.

Does any of the following describe you?

• I’ve been going to HR Block for years without really understanding my taxes or whether I’m getting the most beneficial return possible.

• I started putting information in an accounting software package but never finished and haven’t looked at my finances or budgets to see where I should be.

• I don’t reconcile my checkbook, nor do I have personal financial statements and balance sheets on record (and to be honest, I’m not even sure what those things are).

Have you created a Personal Financial Statement or Personal Balance Sheet? These are valuable tools that give a true picture of your finances; very few people have them, or understand the leverage that kind of financial organization can give you when you are negotiating with banks for financing options. I will set you up so you can generate these statements on the fly AND understand what they are telling you.

I will go over your numbers with you, help you create a budget and prepare your taxes. I can read your financial tea leaves and consult with you on the best way forward. And I won't charge you an arm and a leg either.

I couldn’t have done it without her! Her knowledge is all-encompassing and her follow-through is unsurpassed! She is amazing!

Desk of personal accountant
Accountant dropping change in jar for savings

RTA applies sound judgment and an ethical, practical approach to financial management and tax preparation, and can design a system that works for you.

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