Bookkeeping and Payroll Services You Can Trust

Jo transitioned the bookkeeping for our non-profit from postcard filer to full audit, helping us develop and implement the policies and procedures we needed to be compliant with IRS requirements as we grew rapidly over the course of three years. Her work, and the support she provided to me and our finance manager, helped ensure our first full audit was trouble-free.

It is a rare individual who can be counted upon to provide high quality solutions across a wide-range of business needs, and do so with a sensitivity to the business owner's core competencies and how to work with them to achieve results. As a marketing consultant, I could count on Jo as a collaborator on catalog production or website development; AND I could count on her to provide my business with operational support, from keeping the books to finding the most cost-effective telephone system to meet my needs. For years, I have seen her called upon by small companies that were on the brink of bankruptcy, and able to help them reorganize their finances, infrastructure, and operations; and reshape these organizations into sustainable businesses.

I recommend Jo in the highest possible terms. She is highly skilled at her work, but that's just the beginning. You know that you are in good hands with Jo as she always goes above and beyond, whether it's a reminder regarding a task or a bill that she knows has slipped my mind or offering expert advice about how to address an issue. If you're looking for someone to manage your books - you should stop looking and call Jo. You'll be very happy you did!