Help Navigating Financial Waters – Rough and Calm

We’ve been working with Judi for over 3 years, and she has been instrumental in helping us successfully navigate financial waters, both rough and calm. She spearheaded many large projects, such as transitioning us to QuickBooks Online, applying for the PPP loans and forgiveness, and migrating our 401K plan to a different firm. She has also been extremely helpful in setting and reviewing budgets, and working with our staff, bookkeeper, and accountant on various financial issues. I estimate that the money we have spent on her services has returned to us tenfold.