manage their finances using accounting, bookkeeping, and personal financial management software, making tax preparation easier. I'm an Advanced Certified QuickBooks ProAdvisor (Desktop and Online), with certification, mapping accounts to

provide goal-oriented financial planning and asset management for high net worth individuals, ultra-expert portfolio manager holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications and isneeds of our clients. We take into account their goals, objectives, and risk tolerance

Bookkeeping is a financial management firm based in Parker, Colorado. Certified bookkeeper and QuickBooks® pro Cindythe-job experience and holds a national certification. She completes 20 Continuing Education Credits Dollar & Sense offers help with payroll and account reconciliations and makes sure all relevant forms