Nancy Goldfarb, CPA
Specializing in Daily Money Management
We work with clients on a one-to-one basis, placing the highest value in trust and sincerity. Our three
“Cs” of business conduct are Compassionate, Clarity and Competence.
We provide daily money management and CPA services. The Certified Public Accounting firm is located
in Fort Lee, New Jersey - serving New York and New Jersey.
When you might need our help
For individuals and families unable or unwilling to manage their finances, perhaps due to time limitations. We can provide peace of mind with bill payment services and organization of your finances. We maintain the bank accounts - bank reconciliations and checkbook balancing; handling correspondence and addressing bill disputes, bookkeeping, record keeping, tax planning.
We may be as involved as you would like us to be - advising you on simple matters to complete daily money management services.
You should seek supportive caring services along with smart planning. We provide professional convenient services - we travel to our clients.
Organizing and Budgeting
We organize your finances to develop a plan to preserve your assets as long as possible while still paying for your daily needs.
Daily cash decisions
Budgeting and forecasting
Billing dispute resolution
Taxes and withholding for household employees
Tax return preparation
Contact us- To set up a free consultation Email email@example.com
Nancy Goldfarb, CFP®, CPA, MBA
Master of Science in Taxation, Pace University
MBA Finance, Stern School of Business, New York University
B.S. in Economics, The Wharton School, University of Pennsylvania
Nancy Goldfarb is a Certified Financial PlannerTM (CFP®).
I am also a Certified Public Accountant , and I earned the American Institute of Certified Public Accountants’
credential of Personal Financial Specialist (PFS) for CPAs who specialize in financial planning.
American Association of Daily Money Managers
New Jersey Society of Certified Public Accountants, New York Society of Certified Public Accountants
We are licensed and insured...High standards...Professional ethics...Trust
Copyright@ 2015-16 Nancy Goldfarb and Associates. All rights reserved.
Nancy Goldfarb CPA PFS CDFA LLC