Support Team

Bookkeeping Support

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT MARY

With solid experience in bookkeeping and a strong background in QuickBooks Online, Mary is the go-to partner for maintaining accurate and well‑organized financial records. She specializes in bank reconciliations, transaction categorization, financial reporting, and resolving QBO issues to keep books clean and reliable.

Her motto is: “Helping businesses grow through accurate books and trusted financial guidance.”

A BRIEF HISTORY

Mary holds a degree in Accounting Technology and has dedicated her career to helping teams and clients streamline their bookkeeping processes through QuickBooks Online.

Outside of work, she enjoys learning new ways to simplify accounting workflows and spending time with her family.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mary is engaged, or continues to be engaged, to provide investment advisory services.
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<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>