About us
Our company focuses on providing the help you are looking for - tailored to your needs
Our clients benefit from:
- Being prepared for any type of surprise audit
- Turning disorganization into profitable organization
- Convenient and accessible advice when you need it - Unlimited
- Notary services for our clients at no additional charge
About Terri
Over 20 years of Financial Accounting & Bookkeeping. Assisting Multi-million dollar companies as well as streamlining Mom & Pop office accounting, paractice & procedures. No job is too small or large; I can guarantee that you will see an immediate change in your bottom line when you can identify where your money is going.
I can do virtually everything an Accountant or CPA can do only 4 Less!
Recently have added Independent Insurance Broker to the list of services that I can provide for you. Unlike other agents, I am contracted with multiple carriers who service our area, therefore we can work together to find the perfect plans to meet your specific needs choosing from what is offered in the market instead of from just one carrier. My mindset is to provide the match to your needs above all else. We can search what you are looking for and compare what is available to what you have and you decide what is best.
If you are having problems with the CMS Marketplace please contact me for assistance. I have been appointed to help you navigate and enroll with a product of your choosing.