Leave it to Lucy

Tag: tax records

  • Lucy Perseveres – Testimonial

    Lucy perseveres! She is dogged in the face of setbacks, and despite much craziness from my bank, got my 2017 books done with plenty of time for my tax person to work her magic by April 17th. What a godsend!

    Sandy Bredt (El Cerrito, California)

  • Business and Personal Assistant To Help With Challenges and Overwhelm – Testimonial

    Lucy has been working with me as both a business and personal assistant. The tasks and chores of my life were feeling overwhelming and I was in need of help. I like it that she is very organized and thinks strategically. We have tackled my business accounting systems and also some home organizing. She takes care of my Quickbooks online bank reconciliation and tax preparation. There is no job too big or too small. One afternoon she created an email group list for my clients as well as a data base which included significant info about each one. Additionally, we worked on my will notification information, as well as researched how to sell my daughter-in-law’s used wedding dress. Beyond the actual tasks accomplished, she has been an excellent ear and strategist – she has helped me think through some of the challenges I have been faced with in pragmatic and insightful way! I recommend her highly! (FYI she also edited my website!)”

    Alison Teal (Berkeley, CA)

    Testimonial was originally posted as a 5-star Facebook review.

  • Financial Data Management

    organize financial tax records administrative services San Francisco BayThis project had some very unique challenges! I organized, categorized and created files for 5 years worth of financial and tax records in preparation for filing current taxes nation-wide. What made this atypical is the fact that not only do the clients live on a boat—where space is precious, but also the fact that I get severely seasick! But medicine resolved that, and I was able to help them shred what wasn’t necessary, consolidate what they needed to keep, and store what they needed in a very small amount of space.

    See other services available virtually or in the San Francisco Bay area or contact Lucy to discuss your needs.