Client Testimonials
We strive to meet and surpass the expectations of our varied clients. Here’s what some of our clients have said about us—we’re humbled and honored to receive such positive feedback and recommendations.
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Aging Families
“Liz acted as our aged mother’s bookkeeper for several years before our mother died. Liz came to our mother’s place every Wednesday afternoon to balance her checkbook, pay her bills, write her letters, handle all sorts of miscellaneous paperwork, and generally keep her life from sliding into disarray. Liz’s visits were a highlight of our mother’s week. “Liz is coming tomorrow,” our mother would say rather exultantly. Liz often was accompanied by her dog and we took it as a sign of Liz’s skill and good humor that our mother, who was decidedly not a dog lover, never said anything about the canine side of these sessions. After our mother died, we inherited Liz’s incredibly well-organized files and they made the handling of our mother’s estate much easier. She also helped us disburse our mother’s belongings after our mother died and even performed tasks such as taking personal items to various charities. We can’t recommend Liz highly enough. She is honest, smart, discrete, and fun to be around. She saved us immense time and trouble and made our mother’s life both easier and happier.”—Alexandra L. and Joan L.
“Liz has helped my mother with all my grandmother’s day-to-day financial tasks for years now, which include paying bills, transferring funds, dealing with frequent charitable donations requests, and many other activities. She has always produced very clear and accurate statements of where all the funds are upon request and on a regular basis. She has been a huge help to us over the years and our family is so pleased to have her services. I would recommend Liz to anyone that needs help getting more organized in their financial life regardless of their age. My grandmother just turned 100 and is living in a personal care facility. Liz travels to the facility often and has great personal skills when it comes to dealing with the elderly. My grandmother now has dementia, but Liz has always been able to keep her smiling when she is there. Liz is not just a service provider to our family, she is also a great friend.”—Tim W.
“Hard to say enough about the valuable & trusted role Liz has played in helping care for & create a comfortable financial & living environment for our Mother. Liz has capably handled our Mother’s bookkeeping & related accounting for quite some time. She has also gone well beyond this accounting role, to help our extended family deal with many unexpected and unusual events that come up in the care of an elderly parent, when children are not local, and can’t attend to things directly. This is not to imply that she was the every-day care giver—that was not her role. But, she has been able to observe and make thoughtful recommendations when a change in arrangements might be desirable. Liz has earned our highest level of trust in being a hands-on handler of financial affairs and in helping the extended family with financial planning & choices. We greatly appreciate her role in, and contributions to, our family.”—Mac L.
“I hired Liz as a bookkeeper for my father who had dementia at the time of hiring. She worked diligently, skillfully, and very personably under the challenging circumstance of my father’s illness explaining things so that he could understand what he needed to do and why. She solved problems and made sound recommendations regarding such issues as Medicare reimbursements and tax preparation. She was the picture of propriety and timeliness. I recommend Liz enthusiastically and without reservation.”—John L.
Busy Individuals
“Liz assisted me with business and home organization and planning. Her clarity of vision, attention to detail, and ability to quickly understand my needs and goals enabled me to set a work plan and timelines in ways that I was able to achieve based on my personal style of working. Her patience, humor and focus made tasks I had put off doing more enjoyable, and therefore helped me actually accomplish them!”—David Feldman, Right-Sized Homes
“Liz is highly organized, efficient and also knowledgeable about products to aid in personal and business management. Understands workflows and has ideas to improve efficiency. Tackles paperwork jobs and reduces clutter and redundancy at home and in business settings. Very focused, flexible and takes the time to understand the need and execute with purpose and efficiency. Willing to tackle almost any project that requires superior organization skills.”
—Susan Post, Post & Post LLC
Small Business Owners
“Liz has been a exceptional person to work with over the years. We have done numerous projects together and she has always been highly professional, level-headed, and easy to work with. She is able to evaluate the task, eliminate the superfluous and efficiently get the project done. I have hired her on numerous occasions and would not hesitate to recommend her to anyone looking for a skilled professional.”
—Holly Hohenschuh, CPA
“Liz rocks. She’s the consummate professional—arrives on time, works efficiently, is utterly honest and dependable, and keeps my books up to date without fail. I couldn’t run my business without her!”
—Ginny Christensen, Strategy for Growth
“I’ve worked with Liz for a number of years and have been impressed with her attention to detail, timeliness of work performed and her willingness to tackle any problem. She’s been a pleasure to work with.”
—Bernie Turner, CPA
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