About this pro
she knows her stuff! shes the best of the best! going on 8 years of terrific buss & personal financial mgmt! efficient, friendly, competent, trustworthy. got me out of knee-deep s***. working together to help me build my new brand! k.costell - owner of aNYthingApr 21, 2018
n/aApr 13, 2018Verified
Rowena is one of the most patient individuals that I know. Our company is years behind on our taxes and working with Rowena to get things in order has been terrific. We didn't have any accounting in place so she set us up with quickbooks online and is teaching us how to use it and is keeping us updated on her progress. We have a lot of accounts, bank and credit cards that we use for both personal and business so it was time to get a financial software. We are very pleased with quickbooks on line! We had to file an extension again but we know this will be the last time and we are so happy. Rowena is very professional and fair. Her commitment to her clients is very admirable! She's also very knowledgeable about all types of businesses (we are an NFP). We are learning daily from her and she's not one of those people who is concerned about billing someone for monies. I think she's a good fit for anyone looking to rebuild their company or brand from scratch or even looking for re-structure and on-going support. It feels so good to have peace of mind and know that our company is growing! Hire her! You won't regret it! Nina Elton - Doing Art Together NYCFeb 16, 2018
Rowena is an outstanding financial mgr! I'm a psychologist & my husband a photographer. We both work for the UN plus we also have private practices in Chicago. My husband documents my work as we travel through film & photography. Rowena manages both my medical practice & my husband's studio as well as our other personal accounts & our NFP with the UN. We hired Rowena 2 yrs ago when we were asked to establish the NFP. She's astute & very patient! She has a vast wealth of knowledge & we welcome her suggestions & her willingness to grow with us & guide us. We live a nomadic life style but she delivers on time & always keeps us informed of our current financial standing. Reaching us when we're in the field is sometimes difficult so she's also very patient & is a pro-active problem solver. She's respectful & trustworthy. We are very pleased by her work. Dr. Karen Hieu & Kalden Daley - President & CEO - K.Daley PhotographyFeb 5, 2017
Wonderful! That's all I can say! Ro helped me put my construction business in order that I was left to manage solely after a very bad divorce. She brought the books up to date that was in bad shape for maybe a decade. She also successfully helped me through a very difficult audit process with the City of NY that spanned 2 yrs. She did everything for me including paying my personal bills & even accompanied me to meetings with the auditors & filled out my bid forms. She did both the regular & certified p/r. We worked together for 4 years until I sold my construction business. She now keeps my real estate books & personal accounts in order. Ro is a very knowledgeable & personable person. Easy to work with & talk too. Very organized. Her patience is her greatest asset in my eyes. Love her to death!Feb 8, 2017
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- What should the customer know about your pricing (e.g., discounts, fees)?Pricing is tailored to client's needs. There's a lot of wiggle room & remittance schedule is extremely flexible. 'Standard' pricing is never an option as no two companies are alike. MYOC treats each & every individual/company independently & exclusively. There's never a consultation fee & clients are not billed for voice or e-mail correspondence.
- What is your typical process for working with a new customer?The most important & yet most basic process begins with LISTENING. Listening to the client's concerns, needs, wants, uncertainties, questions. From this we (client & I) evaluate the most pressing issues & then formulate an strategy & an execution plan for the gathering of information. Please note that the client's involvement is key any process.
- What education and/or training do you have that relates to your work?I am subscribed to a few sites that provides updated information regarding taxes & accounting tips. In addition to this, the CPA firm that I have partnered with has a daily blog that provides extensive information regarding most everything in the financial world! BA – Finance & Accounting MSC - International Accounting & Finance