Welcome and thank you for your interest in my services. I am an Elite Certified QuickBooks Online ProAdvisor and a credit trained banker. I have over 13 years of experience as a QuickBooks ProAdvisor and over 15 years as a Vice President of Commercial Banking. I am also a member in good standing on the Woodard National Advisor Network. I provide my services to a wide variety of business clients and individuals.
My skills as an Elite Certified QuickBooks Online ProAdvisor and trained banker are a highly sought-after combination. This makes me uniquely qualified to partner with my clients in order to understand their business from a holistic standpoint. Prior to relocating to Texas, I was a Vice President of Commercial Lending, managing a loan portfolio in excess of $500MM in commitments.
I underwrote and negotiated the financing packages and legal documentation with my clients and their attorneys.
My skills as an Elite Certified QuickBooks Online ProAdvisor and trained banker are a highly sought-after combination. This makes me uniquely qualified to partner with my clients in order to understand their business from a holistic standpoint. Prior to relocating to Texas, I was a Vice President of Commercial Lending, managing a loan portfolio in excess of $500MM in commitments.
I underwrote and negotiated the financing packages and legal documentation with my clients and their attorneys.
Services
We've had the pleasure of working with Nancy for about a year now.
We moved to Texas from California and put all of our time and energy into starting a business.
When it was time to file our business taxes for the first time in Texas, we realized we had neglected our bookkeeping and were hopelessly behind.
Thankfully, we found Nancy!
She patiently guided us through what needed to be done to get our taxes filed, while working to reconcile all of our Quick Book accounts and communicating with our accountant.
We moved to Texas from California and put all of our time and energy into starting a business.
When it was time to file our business taxes for the first time in Texas, we realized we had neglected our bookkeeping and were hopelessly behind.
Thankfully, we found Nancy!
She patiently guided us through what needed to be done to get our taxes filed, while working to reconcile all of our Quick Book accounts and communicating with our accountant.
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