"Liz Wise has worked for me since 1987. During that time I have come to regard Liz not as an employee, but the co-manager of my business.

Her duties included direct supervision of more than 20 on site apartment managers spread over 500 apartment units in three counties. She also performed all bookkeeping, bill paying, computer input, payroll, bank reconciliation and tax reporting dutires for these various properties. She additionally hired and fired employees, maintenance workers, and outside contractors and vendors.

Liz is the best employee ever to work for my companies. I would asign her a task, knowing it would be completed with no problems. Liz is highly motivated, needing no supervision. Her honesty and integrity is above reproach. I am sorry she is leaving my employ. Given the chance, I would rehire her instantly."

~ Reed B. McClintock

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415-465-3360

 

 

 

 

 

 

 



 

Financial Management


I tailor my services around your needs.

 

In my twenties a fellow named Geofrey would hand me a shoebox filled with scrappy little receipts and from those receipts, bank and credit card statements, I would put together the data necessary for his tax returns. I used file folders, scotch tape, and ledger paper. Fast forward, for the last dozen years plus, I’ve used QuickBooks Online for Geofrey. Every capital improvement for every property is noted on the balance sheet. Every mortgage, sale and purchase of real estate, refinance, etc. has been tracked.
All bank accounts and credit cards are linked to his QuickBooks Online file. 

                                        

Geofrey loves what he does professionally and finds great pleasure in his work. He doesn’t want to be bogged down in day to day administrative or financial detail. I pay all of his bills, I’ve applied for several home loans and lines of credit on his behalf. I also serve as his project manager and I’m his go to person for many other aspects of his estate.
In November early December of each year I bring his CPA and Financial Manager in the loop for advice. 

This is one scenario of what financial management might look like.