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Personal Services

Planning, strategy, coaching and compliance that relates to your life goals.

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Strategic planning, compensation, benefits, payroll, bookkeeping, compliance, and taxes.

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Latest Blog & Articles

  • When it seems too good to be true

    A client called today upset about a real estate investment that went from bad to worse. It could easily set him back to zero net worth or worse. We’ve worked on preventing him from making major financial mistakes and this was a clear ‘fail’ in our financial planning work together. When he told me about…

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  • Weekend emergency accounting

    I took on an unplanned small business accounting cleanup over this past weekend. The business is financially dependent on PayPal. PayPal froze their account on Friday and requested financial statements. They grew rapidly this year, and rapid growth often creates financial stress. I’m glad that I was able to help. I was pleased with the…

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  • An ambassador’s vision of disjoined New Jersey

    Yesterday I renewed my membership in New Jersey Society of CPAs. I considered not renewing. The culture, issues, and physical separation of my rural South Jersey career are so far removed from the upstate urban community that it might as well be in a different country. That’s not their fault, of course. I don’t expect…

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