Maria

“Kim has helped our non-profit swim club to better manage our financials.  Our Board is made up entirely of volunteers who have full-time jobs and busy family lives.  We needed someone to streamline our banking, billing, payroll, and accounts receivable.  Not only has Kim made the monthly and yearly financial reporting easy and accessible, she has organized our payroll process to make sure employees are paid on time and online with direct deposit.  As we have switched over to Xero for accounts management, Kim has offered help and support to make invoicing and collection a breeze.”

Kitty

“Kim has been great in assisting me with just about everything.  She started with doing my taxes and had quite a bit of work the first time.  Then she helped me evaluate the effects of the capital gains tax under different scenarios that I was considering.  Just recently she helped me with my refinancing and assisted me greatly.  I totally trust all her information to be correct and up to date.  Kim is the person I turn to for any financial advice and I really appreciate her very personal service.”

Audrey

“Kim is a consummate professional. She does exactly what she says she’s going to do, when she says she’s going to do it. And she does it beautifully. On the rare occasion she doesn’t know the answer to a question, she researches the matter thoroughly so that she can come back promptly with the exact information we need. But most importantly, Kim’s work ethic goes beyond the business of business. She truly cares about giving her clients the best, most personalized service she can. She is always thoughtful, and never tries to nickel and dime us. I truly feel that she has a vested interest in our organization succeeding, not just for financial reasons, but because she really cares about her clients.”

Theresa

“Kim has been an invaluable member of our team, providing us with a wealth of information and advice.  She has been with us from the start of setting up our new non-profit, and has provided excellent accounting services for the Pitt Hopkins Research Foundation.”