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