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?

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.

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