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ABOUT ME

About The Finance Lady
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SET UP A CONSULTATION TODAY!

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HOURS & LOCATION
Location

Serving the Philadelphia and surrounding areas

Hours

Monday - Friday 

2:00 pm to 6:00 pm

 

Saturday 

11:00 am to 4:00 pm

 

Evenings by Appointment

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INVEST IN YOU!

 

Do NOT forget to pay yourself first, especially if you work for yourself.  This will benefit you at retirement AND lower your annual tax implications NOW!

DISCOVERY CALL

 

Schedule a free consultation to discuss your specific financial needs.  Use the QR Code to book your appointment today.

SEMINAR

 

Schedule an Financial Literacy Seminar for your small group &/or family.  Topics include: How credit scores are calculated and maintained; How to use business software; basic tax deductions to lower AGI & more. 

Topics will vary and be tailored to the audience.

Reach out today...
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For as long as I can remember, I have either been exposed to, practicing or teaching financial literacy.  As a second generation accountant, I have worked most aspects in this domain.   With over 35 years in the field, I am experienced in accounts receivable, accounts payable, payroll, income statement, as well as other financial reporting.

My focus is on individuals, partners and small businesses. Getting start ups organized to realize their greatest profit margin is my specialty!  Entrepreneurs who are looking for a little help setting up their EIN, LLC and AdHoc spreadsheets can find all of these services and more in one professional, efficient location.

As a proud Temple University and Cheyney University alumni, I have earned my B.A. and M.Ed., respectively, from each institution.  Some of my work experience includes: Accounting Supervisor WCAU-Radio, Junior Accountant at Booz, Allen & Hamilton, Business Pathway Coordinator of Abraham Lincoln High School and Adjunct Professor Harcum College.  Additionally, I am certified in Quickbooks, Microsoft Office and an Advanced IRS Certified Tax Preparer.

Rest with confidence that THE FINANCE LADY will take care of all of your Accounting and other FInancial Services needs.

Additional Education:   Join me at Mt Airy Learning Tree for educational classes in the evening.  Topics include:Microsoft Word, Power Point and Quickbooks

Feel free to browse the catelog.  You can find my classes on page 22 & 23

https://mtairylearningtree.org/current-catalog/
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