TRUST AND ESTATE ACCOUNTING

  • Evaluation and Organization of Financial Information

  • Creation of Court Form Presentations

Sara organizes financial information for trusts and estates to fit the requirements of specific court forms. She takes the client’s bank and credit card statements and paints a clear picture of the financial activity for both client and court purposes.

SMALL BUSINESS AND NONPROFIT FINANCIAL MANAGEMENT

  • Quickbooks Organization, Setup, and Training

  • Bookkeeping Services

Sara helps small businesses and nonprofits understand their finances to better prepare them for taxes, loan requests, and grant proposals. She takes bank and credit card statements and other financial information and enters it into Quickbooks to create clear and accessible reports showing a business or organization where their money comes from and where it is going. Her financial reports and Quickbooks know-how has saved her clients thousands on their tax preparation costs every year.

TEACHING/WORKSHOP

  • Hands-on, small-group Quickbooks workshops

Sara teaches a small-group, hands on Quickbooks workshop for individuals and small businesses who want to better understand the program. She has a knack for teaching and clearly explaining concepts as she passes on her intimate knowledge of the program. She is a Quickbooks Pro-Advisor with experience teaching courses for the Service Corps of Retired Executives, or SCORE.

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