What I offer:
• streamlining paper flow
• creating systems to track financial data
• preparing reports for financial advisors
• collecting data for CPAs & tax preparation
• setting up and maintaining paper files
• creating systems to track financial data
• preparing reports for financial advisors
• collecting data for CPAs & tax preparation
• setting up and maintaining paper files

For more information call 415-235-1303 or email mgmcclung@me.com