Finance

I'm passionate about making accurate bookkeeping accessible to all businesses, so you always know how your business is doing! As owner of SimpleBooks LLC, I love getting to know business owners and being part of your success story. I’m a Certified QuickBooks ProAdvisor, and I also have a Bachelors of Science in Accounting and a Masters of Business Administration (MBA). In addition, I’m a certified Project Management Professional (PMP) and I have a wealth of on-the-ground work experience. 

Together with my team we are eager to protect and serve you and your families for generations to come. Combined our team consists of over 25 years of State Farm Insurance back ground and exceptional customer service. It is our pleasure to listen to your needs, provide you exceptional coverage recommendations while creating a real time protection plan for risk management. Although insurance and financial services may seem to be complex, it is our specialty to make your top priority OUR FIRST priority.

Recovering from the unexpected takes a special person to walk along side you. Rest assured, protecting you, your family and your assets is our passion in life. There is nothing more rewarding than taking care of you & what matters most - while treating you like family.

I own a business specializing in small business and personal tax preparation and business consulting. I am also a registered investment advisor licensed in Washington state. I have over 22 years of experience in the industry and two offices to serve you - one in Kirkland one in Renton. 

I enjoy working with small business owners, investors, and rental real estate owners to ensure they're getting the best services for bookkeeping, tax preparation and consulting. My mission is to help you save money and reduce taxes!  It is an honor to serve you and watch your net worth grow and business become more prosperous.

I am Charlie B Schmidt, a consumer business advocate 
consultant, I help people, families, households, 
small businesses, owners and employees
with when they are **treated unfairly, **ripped off, 
and or receive**poor customer services from everywhere. 

I *save people money, *Solve their most urgent 
difficult problems, and empower and *protect them, 
their rights, their assets, their peace of mind.

Common everyday problems I help people with everyday 
are getting their*Last Wills done finally, dealing 
with *cyberattacks and *fraud for personal and
businesses, and dealing with **surprise bills from 
everywhere, How do you get your money back and 
affordably.

I am passionate about teaching How Money Works, the secrets of the wealthy and how you can make your money work for you. 
I have been in business for over 7 years and have the heart to serve Middle Income Families. I have a background in accounting.  I come to you with a heart to show families how to get ahead by providing access to the tools that create wealth. 
My mission is to help families Earn more income, become properly protected, debt free and financially independent.  

I provide my clients & all associated partners result driven discussions in regards to Residential Mortgage Loans.  I evaluate all individual factors and determine which mortgage products provide the most sound financial decision. My informed advice allows clients to be competitive in price against the competition.  My job is to ensure my clients walk away with the best service and best product available to them.

My work ethic derives from my 21+ years of military service where I learned to problem solve, communicate effectively and manage all priorities to achieve mission success.  Mission success now means client success and that is what I offer with my amazing team.

As a business partner to  Financial Advisor Aaron Easter, I work to build authentic one-on-one connections with our clients to help them reach your goals. 

I previously worked as a Healthcare professional for 20+ years where I developed the skills to be patient, unbiased and provide friendly services to my clients. Due to my commitment to providing outstanding service and quality results, I have maintained 5 Star Review Status. I have a very caring and funny personality. My strong and structured work ethic leaves no room for error. I have the "get it right the first time" approach to ensure I close out all my appointments with the results my clients expect. You and/or your client will be more than happy with the quality of service and professionalism I provide.

Hi! My name is Win Welton and I am a bookkeeper specializing in Non-profit and small businesses. I offer ongoing monthly bookkeeping services, along with New business set up and clean ups. I work with Quickbooks Desktop (remote connection to your server) and Quickbooks Online. I am happy to consult with you on your unique bookkeeping needs Please contact me for more information!