I am a Certified Public Accountant with years of experience in private and public accounting, across diverse industries and organizations of all sizes. I am licensed in Massachusetts with clients in California, Florida, Hawaii, Maryland, Massachusetts, Rhode Island, Virginia and Washington D.C. I received my B.S. in Accounting from Bryant University, ranked as one of the top 10 business schools in the United States.
What differentiates me from the pack is my personal commitment to my client’s success. This is not just marketing pabulum, but truly springs from my life experiences. My father had his own accounting business, so I saw first-hand what it takes for business owners to be successful. I understand the need to find service providers who act like partners, who deeply care about your success. I understand that my success is only as good as your success, so I always look to go the extra mile to anticipate your needs and provide additional value. It is for these reasons I take a limited number of clients so I can provide the type of concierge attention I would want if I was in your shoes.
As an experienced CPA, I’ve witnessed a gap in the quality of service delivered by many bookkeepers. My work focuses on the needs of a small number of discerning clients who demand a high level of professionalism, fastidious accuracy, proactive advice and efficient report preparation.
With JLH, you get more than a bookkeeper. More than simple data entry. With our concierge services, you get a CPA’s–eye view on your ongoing transactions. You get a trusted adviser who not only manages your books, but also analyzes your ongoing accounts and provides insights into the tax implications of your everyday activities. You get someone who fully understands exactly what your CPA needs to efficiently and effectively file your tax documents. In short, I’ve built a service that saves clients time, money and headaches.