Bozena, a highly skilled financial professional with over sixteen years of experience in the financial services industry, is committed to assisting individuals, families, and businesses.
Her mission is to teach individuals and families about how money works and how to become financially independent.
She strives to create a strategic vision focused on reducing debt, saving money, reducing taxes, and protecting what is really important to you. She is QuickBooks Pro-Advisor certified.
Bookkeeping and Financial Services for Small Businesses and Individuals. We offer a wide range of services that are individually tailored to meet our clients’ needs.
Our in-depth bookkeeping services can provide you with a detailed analysis of your finances, giving you insight into what your business needs to thrive. With our help, you can identify opportunities for growth and make informed decisions about your business’s future.
In addition we go beyond traditional bookkeeping services and also offer financial services such as life insurance and retirement planning. Bozena will work with you to create a customized plan that meets your specific needs and helps you achieve your long-term financial goals.
Allow us to assist you in gaining a deeper understanding of your finances and planning for a successful future.
QuickBooks cleanup, catch up, monthly offsite bookkeeping, and financial services (retirement planning ,life insurance, group health insurance, and more).