Steinberg Associates Financial Services

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Introduction: I have the innate ability to develop creative business solutions and to help the client navigate the turbulent waters that can result when implementing changes. My recommendations to clients through the years have proven to be win-win strategies, resulting in the creation of long-term client relationships. Relishing the daily in-person contact with people, I particularly enjoy helping clients overcome the "fear factor" so often associated with financial and tax issues, whether preparing and presenting financial data in order to obtain financing, or meeting with an IRS auditor. I also enjoy teaching clients and their staff the "how-to" from basic bookkeeping to managing e-mail accounts.

Overview

1 employee

39 years in business

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Reviews

5.0

2 reviews

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Frank W.

Oct 28, 2014

I have been one of Val's clients for almost twenty years. I strayed from the flock once when I moved out of state, but that proved unnecessary and unfruitful. Over those years, my career has taken a few unexpected turns, and she has always been able to unravel some of the puzzling situations I have found myself. I have stuck with her ever since despite being on the other side of the country, and she has always been accessible, knowledgable, timely and almost like extended family. I recommend her to anyone.

CB J.

Oct 28, 2014

Val has been preparing my tax returns for well over 10 years now and I've always been very pleased with her services. She is informative, honest, easy to communicate with, and a great financial advisor who has always come through for me and my family. I give Val high praise and recommend her services to anyone looking for a smart, honest and trustworthy financial services consultant.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
General Rates: Basic Bookkeeping/Computers $ 45/hr Accounting/Consulting $ 65/hr Tax Consulting/Preparation $ 95/hr Travel over 20 miles $ 25/hr Expenses At cost
What education and/or training do you have that relates to your work?
In addition to completing 40 hours of CPE annually, I receive electronic newsletters from various professional associations of which I am a member.