Judy Hodgson Katherine is excellent at untangling bookkeeping records for tax preparation. She has helped us with the financial aspects of our business, and kept on top of the minutia, which has allowed us to focus on what we do best.
Onyx the bird Neil listened to my concerns & developed a financial plan that was right for me. I was impressed with the print out and now I know what I need to do to be on track to retire.