Key experience: A QuickBooks Certified Advisor and bookkeeper with over 20 years’ experience, Joan is widely recognized for her expertise. She takes special pride in helping clients without an accounting background to implement QuickBooks for their business.
On a day-to-basis: I provide bookkeeping and accounting services for our clients. I take special pride in those clients who find that working with them on bookkeeping has helped them to get a better picture of their business finances.
Why I Joined 4Wealth®: When you’re able to do what you love in a collaborative environment where we bring out the best in each other, you know you’ve found your work home.
Hobbies: Hiking, biking, reading, volleyball and softball
You can quote me: “As an English major from Beloit College, I know that not everyone grows up thinking about accounting and Excel. When I show clients the power of those tools and it helps to streamline their business, it’s really exciting. I’m proud of the work I do to help 4Wealth® clients to be more successful.”
Joan can be reached at:
email@example.com and at 708‐695‐5839
Our skilled professionals have years of experience providing accounting services to gyms and fitness clubs, so we are intimately familiar with your day-to-day operations and accounting and tax requirements. We want to help you...read more
We are experienced in providing businesses in the transportation and trucking industry with the financial advice and quality accounting services required to reach their goals. Our professional team has...read more
Our firm is committed to helping you achieve financial success within your psychiatric practice. Our skilled professionals have years of experience in providing tax, accounting and payroll services to health and wellness practitioners. Our trained staff understands...read more
Dear 4Wealth Financial Group clients,
In response to the COVID-19 pandemic, we are taking some extra precautions and we will no longer have clients in our office. We have been monitoring developments closely and are following all recommendations of the World Health Organization and the Centers for Disease Control and Prevention. We understand that everyone is concerned...
The idea of leaving steady employment behind in pursuit of starting your own business might be intoxicating, but do your homework first. Ask yourself these basic questions right now:
Once you have a...
The Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor states, “In 2014, 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) did not...