Making money management personal.

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Services are provided on all levels: Individual, New Business and  Established Business including analyzation of monthly expenses, budget creation, goal setting, initial money management setup and checklists, account reconciliations, accounts payable administration, financial statement preparation, etc.

 

Our Practice

New York based but not New York exclusive. Virtual consultations available coast to coast.

 

The world remains beset by so much human suffering, poverty, and deprivation. It is in your hands to make of our world a better on for all, especially the poor, vulnerable, and marginalized.

Nelson Mandela