Jeanne came highly recommended by an attorney, when my family was in need of a bookkeeper/accountant to assist in managing my stepfather’s business and oversee financial transactions. She exhibited a balance of professionalism and compassion - just what we needed during a very stressful time. Jeanne’s business acumen, integrity, expertise in matters pertaining to financial management and organizational ability is unsurpassed. A complete trust in Jeanne developed very quickly, knowing that the financial side of my stepfather’s business was in highly capable hands. Our family will be forever grateful for her help during a challenging time. 

Jeanne has been working for my Mother as a Daily Money Manager for 2 years now. Her accounting expertise has been intrinsic to managing my mother's day-to-day and also long-term financial concerns. As the Gatekeeper, she identifies and blocks fraud attempts. Her watchful eye is on Mom's accounts to ensure all is well.

Jeanne built an Excel sheet to track and evaluate all spending, savings and investments. This is an excellent summary that can be shared with the family and provides immediate transparency.

The most beneficial and intangible thing that Jeanne brings to the table is trust- she is doing an excellent job for my family and I trust that she will do the same thing for yours. Hire her before her client list is full!!

As a divorced, professional, busy single mother of 2 with a very difficult ex-husband, Jeanne has been a godsend to me.  She has saved me so much time and energy handling the communications related to parenting schedules and finances on my behalf.  Her help has allowed me to keep a much-needed distance from an arduous situation which has, in turn, lowered my stress level considerably and saved me a significant amount of time. This has allowed me more time to be a better mother and attorney.  Jeanne handles the business matters related to co-parenting for me with professionalism and sets necessary boundaries on my behalf.  The money spent is significantly less than a parent coordinator would be and is well worth the peace I am able to now enjoy.