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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.

Services include:

Daily cash decisions

Budgeting and forecasting

Insurance reviews

Financial plans

Bill paying

Billing dispute resolution

Handling correspondence

Taxes and withholding for household employees

Tax return preparation

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

Nancy Goldfarb CPA PFS CDFA LLC