Certified Senior Advisor (CSA)
QuickBooks ProAdvisor - QuickBooks Online and Desktop certifications
MBA in Finance from Keller Graduate School of Management, graduating with distinction
CFP (Certified Financial Planning) Certificate from DePaul University
BA in Economics from Eastern Illinois University
Deacon, Trustee, and parent volunteer at First Presbyterian Church of Arlington Hts.
Arlington Hts. Park District Assistant Soccer Coach for Recreation & Travel teams
Fundraising for the Palatine Township Senior Citizens Council's “The Generations Concert”
Discover Cares participant
My background in the financial services area spans over 33 years with an exposure to a wide variety of personal benefit, investment, and insurance oriented questions from customers. This included helping them through retirement issues, such as retirement health insurance, rolling over their 401ks, and consulting on pension distribution choices.
Through this work experience, I discovered there was a need for people to have assistance with their financial record keeping and meeting their daily money management needs. This pointed out that there might be a market for these services that some accountants, lawyers and financial planners may not provide. I realized that this also holds true for the small business owner.
At that point I decided to put my experience to use as a Daily Money Manager (DMM) by assisting individuals and small businesses with their financial organizational needs and I established Positive Bookkeeping Solutions LLC.
My most important goal is making you a happy, life-long customer. My reward is knowing I have made your life a little easier by relieving some of the tasks that have become burdensome. My business depends on referrals from customers like you, so you know I will do the best job possible. You'll benefit from my knowledge and professionalism, and the peace of mind from hiring me to maintain your financial records.
bookkeeping services, small business bookkeeping, bookkeeping help, outsourced bookkeeping