David A. Soter - Morgan Stanley - Oxnard (CA)

Marie Ornelas My husband and I just recently started working with Kim and I’ve never been more optimistic about our financial future. Her presentation is very informative and she does a great job of explaining everything in a way that’s easy to understand. I’m really looking forward to working with her going forward.

Cynthia Valle Stella is a very knowledgeable bookkeeper and she’s very reliable. I am also a bookkeeper and she helped me with my Quickbooks setup and business. She encouraged me to get certified in Quickbooks and helped me to pass the exams as well. Her clients are very pleased with her work and professionalism. She will also help you and your business on how to save money by reducing tax expenses.