Professional Certification:
Registered RIA, Series 7, 63,65,66 licensed
Certified Quick Books Pro Advisor, Chartered Retirement Planning Counselor
Professional Resume:
David S. Schwartz 20754 Keswick Street Winnetka, California 91306 DNS Financial @ gmail.com Phone (818) 645-7953 fax (818) 992-4820
I am a freelance bookkeeper. If you are a new start-up business or have an existing business and need a bookkeeper, I can do the following:
1. Set up/organize or update an Accounting system using Quick Books, I am a Certified Pro Adviser for Quick Books. 2. Organize and set up files for each expense and income account. 3. Prepare bank reconciliations. 4. Prepare quarterly financial reports (Balance Sheet & Profit & Loss) 5. Monitor expenses. 6. Update the A/R & A/P accounts using Quick Books. 7. I am qualified to train your office staff in Quick Books, or I can handle all bookkeeping functions for you. 8. I can work closely with your Accountant or Tax Preparer. 9. I am registered and licensed to handle any questions regarding investments and finance you may have. 10. I am a Registered Investment Advisor and Chartered Retirement Planning Counselor, I am qualified to manage or advise you or your company on your investment or retirement plan needs.
I am always reachable either by cell phone, e-mail, or fax.
I work professionally, with the utmost diligence, reliability and confidentiality.
My rates are fair and negotiable.
This arraignment can save you in operating expenses.
Please feel free to e-mail me at dnsfinancial@gmail.com to further discuss your needs and my services.
N\A
|
Twitter
Facebook
Youtube