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At AFS, Our Best Advertisement is a Satisfied Client Alternative Financial Services has been an invaluable part of our business for the past few years. We have a busy fine-jewelry shop and our advisor, Lisa, took the time to understand our specific business needs and then implement a streamlined approach to our bookkeeping. She regularly apprises us of issues that are impacting or will impact our business, allowing us to adjust our strategies accordingly. She’s aware of business trends and common practices that help keep our business focused and running smoothly. Lisa works closely with our accountant to ensure we’re operating in the best possible way, with integrity, accountability, good business sense and for the best financial outcomes. We trust Lisa 100 percent with our private and sensitive business information. This alone would be enough! AFS is an important part of our business now and in the future. Hope Raymond We've been working with AFS since the inception of our business in 2006. AFS has become our full-service bookkeeping department, and we rely on them for a variety of services, including accounts payable, accounts receivable, collections, payroll administration and much more. Our accountant has also come to rely on the professionalism and excellent work done by AFS. That said, AFS is more than a bookkeeping service to Utopia. They have become a trusted business advisor, and we rely on their senior-management team when doing our strategic financial planning. Ann Willets Subervi, President Having Lisa at AFS review our QuickBooks file and reconcile our checking account every month has made a huge difference in our business. She is extremely knowledgeable in QuickBooks and makes sure our sales tax is paid on time and that items are credited and debited from the correct accounts. Most important, she keeps in regular contact with our accountant. Lisa has relieved me of the anxiety and stress I used to experience with QuickBooks, fearful I wasn’t using it correctly. She is always available by e-mail or phone to answer any bookkeeping questions I may have. In addition, Lisa promptly informs us of any adjustments she has made to our account and lets us know what information she requires to complete our end-of-year entries. We have been using AFS since 2007 and are extremely happy with Lisa’s services. We look forward to a long relationship with her. Our only regret is that we didn't hire her sooner! Terry Quinlisk, Vice President Although I travel the world, the AFS team is able to keep careful watch over my financial affairs. I can count on them not only to be on top of my financial transactions, but also to provide me with the trust and confidentiality I require. They interact seamlessly with my trust attorney, personal lawyer, money manager, private banker and tax accountant, and they are always available in an emergency. Lisa and her team work tirelessly and with great aplomb. Randy MacDonald Lisa has been a tremendous asset to us at Advice Media. Her insight and expertise remove the financial-administrative burden from our organization and allow us to do what we do best—work hard for our customers on their Internet needs. She functions as a team member, is easy to work with and delivers high-caliber results. If you’re looking for help with your bookkeeping or financials, I highly recommend Lisa; she will keep you in great shape! Shawn Miele, Managing Member We have been working with AFS for many years and have had nothing but positive experiences. The level of expertise and professionalism they provide far exceeds our expectations every time we work together. Prompt and detail oriented, they implement permanent solutions to all of our complex bookkeeping needs and are always able to answer our questions. We have referred many of our own clients to AFS, and we will continue to recommend their services to business owners who seek a QuickBooks ProAdvisor they can rely on and trust. You can be confident you are in good hands with AFS! Jessica House, Business Development Executive We recently went through a generational management-transition process (now on the fourth since established in 1920) here at The Folk Agency, Realtors. The need for more accurate and timely information was clear. While our financial information was accurate and our accountant was taking good care of us from a taxation standpoint, we needed more detailed information to help us plan for our business cycles and future growth. We also wanted to be able to access our data remotely through an online program. We engaged Lisa Corcoran and Alternative Financial Services to help us implement such a system (QuickBooks Online edition) and input our data. Thanks to Lisa, who is a joy to work with, the process was exceptionally smooth, quick and cost effective. She asked many questions that helped her decipher some of our outdated bookkeeping methods; from there, she knew what solution/system would best serve us. Both generations were extremely pleased with the outcome. This system, along with the ongoing relationship we have with AFS, continues to serve us well today. The only regret we have is that we did not do this sooner. We feel more in control of our business, which gives us a huge sense of comfort. Being able to focus on what we do best and continuing to help our agents stay at the top of their game has helped us to grow in a challenging real estate market. Heidi Wittenberg, Broker of Record J. Crawford Compton, Inc. has worked with Alternative Financial Services, particularly Lisa Corcoran, since our accountant recommended her in 2008. Lisa has proven to have highly developed QuickBooks and accounting skills, and she provides invaluable guidance and organization for our corporation’s numerous company files. Our involvement with Alternative Financial Services has been a welcome asset to our corporation’s efficiency and has allowed us to work smarter. Toni Rinella Lisa is the consummate professional. I can and do recommend her services whenever possible. John T. Ward When our general contracting firm opened its doors in 2006, neither my husband nor I had any experience running the financial end of the business. We started with a manual ledger, but it quickly became evident that trying to track payroll, material and labor costs was extremely time consuming and inaccurate. We purchased QuickBooks in 2007 and attempted to set up our accounts. Once again, we failed miserably. Through a recommendation, we contacted Lisa at Alternative Financial Services. Lisa came in and reviewed our paperwork disaster, mountains of receipts, and manual ledger, and then she proceeded to transform our company. “Transform” is a strong word, but it is accurate. I now know how every penny is spent and can accurately see and understand our profits. Lisa was extremely patient with me, taking the time to explain and re-explain every aspect. She customized our QuickBooks specifically for us and has helped us identify where we can cut costs and where we can make more profit. Using Alternative Financial Services has transformed our company from a logistical nightmare into a profitable, professional, streamlined business. We recently expanded our operations into Florida, and we continue to work remotely with Lisa to keep both locations running smoothly. Linda J. Brittain, Senior Vice President Referring existing or new clients to a third party can be a hazardous choice. Fortunately with Lisa, I am 100 percent confident that she will help them get any job completed promptly and accurately. When I receive QuickBooks files that Lisa has worked on, I know the data has been entered correctly. I believe Lisa’s success is tied to the joy she receives in helping others become successful in their own businesses. Louis J. Gallipoli, II, CPA, Principal Around the time my first child was born, my husband’s marketing agency was in need of a more efficient bookkeeping system. He wanted someone he could trust to streamline his invoicing, pay bills, and process payroll. Because I had some experience with the QuickBooks program, we decided I would retire from my career in interior design and work from home as his billing manager. I walked into a mess. The program was being used incorrectly, and I quickly realized I was in way over my head. In 2008, our accountant referred us to Lisa from AFS. She stepped in and completely saved me. Lisa has been an absolute pleasure to work with and she has helped the financial areas of our business become much more organized. Lisa has fixed my mistakes, taught me new and more efficient ways of doing things, and held my hand during the learning process. Susan Mulvaney, Billing Manager We have relied on the services of Lisa Corcoran and Alternative Financial Services since 2005. Without Lisa’s assistance, we could not have organized and maintained our financials at the level that is necessary in business today. Lisa has been a reliable and trustworthy resource to handle our bookkeeping needs. Her expertise and guidance have allowed us to operate our retail boutiques in an efficient and cost-effective manner, and we are grateful to have her as part of our team. Lisa Jones AFS is a crucial part of our business. Cash flow is an essential component of any business, and since 2005, Lisa's work has enabled us to forecast what our needs are. We cannot run our business without her. On a personal note, she has become a good friend and confidante and I would strongly recommend her to anyone. Mark Forman, President We are an advertising and marketing firm with loads of experience in our field, but little experience in finances. Lisa has reduced the stress of keeping our business in order. Her knowledge of QuickBooks makes life so easy for us. If I have questions during the workday, Lisa answers quickly and in detail! Linda M Duerr, Owner/Partner The nature of my business includes traveling two weeks each month. If I didn’t have Lisa handling my QuickBooks, I don’t know how my business would have grown the way it has! She is timely and well organized and is the consummate teacher in helping me out whenever I need her. She completely took this aspect of the business over for me, which gives me time to focus on my business goals. Janine Cifelli, President and CEO
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