Berkson Financial

$75/hour

Estimated price

About

I’ve served companies in finance and accounting roles for over 20 years. It takes courage to run a small business, and you don’t always have any spare time to manage your daily receipts. But who can help? That’s where I come in. Send me your large envelope or “shoebox” of receipts, and I’ll organize them and give you an overview of your business. Perhaps you even want assistance with putting them in accounting software. Let me help YOU, to understand YOUR business financials.

Overview

Serves Rockford, MI

Background checked

1 employee

4 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Credit card, PayPal, Venmo, and Zelle.

Services offered

Accounting needs

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media

Reviews

Customers rated this pro highly for value, responsiveness, and work quality.

5.0

1 review

5

100%

4

0%

3

0%

2

0%

1

0%

Mark C.

2 weeks ago

My experience with Berkson Financial was top notch. I don't like dealing with receipts and details, and I literally was able to present a mailing envelope and a shoebox that had all of my receipts for just over a year of work, from starting up a new business. Jacqueline has a teaching degree AND an accounting degree, so she explained everything very well. I could never have put all this together and made sense of it. She even gave me a target spend for my supplies each month to help me see how to stay profitable. That was unexpected, but I sure do appreciate what she taught me.

Credentials

Background Check

Jacqueline Winquist Winquist

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
The pricing is standard if you just need receipts organized. Installing software and providing analysis varies for each customer.
What is your typical process for working with a new customer?
We will have a phone conversation about your business, so I can truly understand what finance support you need.
What education and/or training do you have that relates to your work?
I have a Masters degrees in finance and operations, as well as years of experience working with both large corporations and small businesses.