Your Concierge:
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30 years of bookkeeping and financial management for individuals & small businesses
Expert project manager BS in Commerce, concentration in Finance, from the University of Virginia Member, American Association of Daily Money Managers Fully insured for financial Errors & Omissions |
Business Philosophy:
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I conduct business in an honest and transparent manner. Clients will receive regular reports of what I'm doing on their behalf. If so desired, I will also report my work activity on behalf of a client to a client designee (e.g., an adult child of the client). Transparency includes my rates; that's why they are published on this site. There are no hidden charges.
I work proactively and diligently to protect all clients, and in particular elderly and at-risk individuals, from financial abuse and fraud. I work efficiently and accurately, providing clients maximum benefit for the minimum amount of time & cost required to complete tasks. If I'm unqualified or unable to perform a requested service, I won't do it, and will instead find clients the appropriate qualified assistance. I never accept compensation of any kind for referrals. I protect client privacy at all times. All work performed on a client's behalf is confidential. I will never share or sell client information. |
The Heart of the Matter:
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My Mom was a dynamo. As the CEO of our household, she managed the family's finances, handled all paperwork, maintained the family calendar, set up and organized the home office, and learned and used computers for everything from digitizing recipes to online banking to travel planning. She continued to manage the household administrative work well into her senior years. When she suddenly became too ill to handle these things, Dad took over, but it was all new to him. He was too overwhelmed with Mom's illness to learn and deal with the details of the family's administrative matters. I stepped in and began performing all the financial, administrative, and technical work that Mom had previously done, and realized that
I had become my parents' Personal Business Concierge! I quickly saw firsthand how, in this busy and rapidly changing world, many people are overwhelmed and need assistance to keep on top of everything that has to be done. The sensitive nature of this work demands that assistance be in the form of a trustworthy, well-informed and professional individual who will act in your best interest at all times. I have become that person for my clients; I vow to be that person for you or your loved one, too. |