Jody Rorick, CPA / Certified Public Accountant in Lincroft, New Jersey

Bonded and fully insured, I specialize in daily money management services such as sorting and reviewing mail, bill-paying, bank visits to make deposits and withdrawals, following up on health insurance claims, budgeting, balancing checkbooks, setting up and maintaining files, assisting with or preparing income tax returns, communicating with family members or professionals such as lawyers, bank officers, tax accountants or financial advisors, and providing referrals for areas in tax, law, insurance, banking, financial planning, and investment advisory services. I will make housecalls.

Specialties

Bookkeeping Divorce/Matrimonial Services Elder Care Financial Planning/Advisory