Joan L. Sullivan - Staff Accountant
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:
firstname.lastname@example.org and at 708‐695‐5839