Marjorie Bullock Personal Assistant & Bookkeeping | Lake Worth, FL

Total Hires: 3 times
Service Area: Lake Worth, FL
Team Size: 1 employee
Business Duration: 19 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Apple Pay
Cash
Check
Credit Card
Google Pay
PayPal
Stripe
Venmo
Zelle

Services Offered

Accounting needs

Bookkeeping
Preparing fin. statements
Preparing tax returns
Managing AR and AP

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit
Other

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Quicken
TurboTax
Xero
NolaPro
Sage

Work location

My customers travel to me
I travel to my customers

About

I've been working in the Boca Raton to Palm Beach area as a Personal Assistant & Bookkeeper for 20 years. I'll come to your home and handle all monthly billpaying & bookkeeping (Quickbooks), I will organize and monitor all financial statements & documents. Liaison with tax accountant, supplying them with all reports and documents. Familiar with all legal issues including estate planning and trusts. I will handle every small detail including insurances, travel, medical, driving and all household responsibilities.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Marjorie Bullock
- Completed on 5/12/2023

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