Your Personal Accountant’s skills include: excellent verbal and written communication skills, proficiency in Microsoft Office Suite, Peachtree, Quickbooks, ProSeries, Business Works, and other computer and accounting programs, General Ledgers, Accounts Payable, Accounts Receivable and Payroll.

As a service company we to our clients:

  1. Complete honesty and integrity in every transaction; we stand behind our work and ensure its accuracy
  2. Timely and thorough response to questions and concerns; we are easily accessible by phone, or email 10 hours per day and six days per week
  3. Effective communication regarding your financial matters: we guarantee our clients a comprehendible explanation of their financial situtation
  4. Compliance with the Internal Revenue Service Code and State Department of Taxation. 

Lisa, President / Accountant:

Bachelor’s Degree in Accounting—University of Hawaii 2004.  Relevant Courses: Financial, Managerial, and Advanced Accounting, Micro and Macro Economics, Marketing and Consumer Behavior, Tax Concepts, Corporate Tax and Global Management.  
Associates Degree in Liberal Arts—University of Hawaii 2002.  Relevant Courses: Accounting, Information Computer Science, Business Writing, and Communications.   
Other
—H&R Block Basic, Intermediate, and Advanced Tax Courses, Investment Securities Series 6 & 63 licenses held 2002,  Certified Quickbooks Pro-Advisor since 2004, Notary Public since 2000. Experience in Tax & Accounting, Financial Services, and insurance since 1998 . Working on Enrolled Agent Certification and CPA license. 

Leona, Secretary-Treasurer :

Master´s of Science in Accounting Specializing in Taxation –Strayer University 2008. Relevant Courses: Financial and Managerial Accounting, Tax and Audit classes and Financial Management classes.
Bachelor’s Degree in Accounting—University of Hawaii 2003  Relevant Courses: Financial, Managerial, and Advanced Accounting, Micro and Macro Economics, Marketing and Consumer Behavior, Tax Concepts, Corporate Tax, Auditing, and Global Management.
Associates Degree in Liberal Arts
—University of Hawaii 2002.  Relevant Courses: Accounting, Information Computer Science, Business Writing, and Communications. 
Other—H&R Block Basic, Intermediate, and Advanced Tax Courses. Six years working experience in Tax and Accounting. Working on CPA license. 

Leilani, Office Manager / Accountant :

Master’s in Science in Financial Management and Accounting – University of Maryland University College 2008. Relevant Courses: Financial and Managerial Accounting, Tax and Audit classes and Financial Management classes. 
Master’s in Science in Management with a Specialization in Accounting – University of Maryland University College 2008. Relevant Courses: Accounting and Management classes.
Bachelor’s Degree in Accounting—University of Hawaii 2004. Relevant Courses: Financial, Managerial, and Advanced Accounting, Micro and Macro Economics, Marketing and Consumer Behavior, Tax Concepts, Auditing, and Global Management.
Associates Degree in Liberal Arts and Associate in Science in Accounting—University of Hawaii 2000. Relevant Courses: Accounting, Information Computer Science, Business Writing, and Communications. 
Other—Volunteer Income Tax Association. Working experience in Tax and Accounting. Working on Enrolled Agent Certification and CPA license. Notary Public since 2008

Anastasia, Accounting & Tax Assistant

Accounting & Business Related Course Study -San Francisco State University 1998. Relevant courses: Accounting; Individual & Corporate Income Tax; Payroll and Excise Tax; Business Math; Business Law; Excel; Quickbooks and Information Computer Science.
Other - Relevant Experience: Individual & State tax preparation; business set up; accounting systems training and setup; financial statement preperation; audit assistance; payroll; and general accounting/bookkeeping. Currently working on a Certificate in Accounting at Kapiolani Community College.

Payal, Accounting & Tax Assistant

Diploma in Hospitality – Les Roches, Hospitality Management University, Switzerland 1997. Relevant Courses: Accounting and Guest Ledger, Finance and Management classes, Business Ethics and Economics.
Other – Relevant Experience: Business ownership management skills including inventory, banking, payroll, bookkeeping, taxes and check & balance reports. Strong Hospitality, Sales & Marketing education and practical experience.
Accounting & Marketing Manager – Aloha Audio Visual: Bookkeeping, Quickbooks, Contracts, Inventory, Sub-Contractors, Estimates & Invoices, Advertising, Business ethics and Promotional events.

Dawn Iolani, Accounting & Tax Assistant

Accounting & Business Related Course Study – Leeward Community College 3 years Office Administrative Technology Program. Relevant courses: Office Management, Accounting, Business Math, English, Computers, Economics, & Administrative courses.
Manager & Partner – Tropical Builders Inc. 5 + years working experience in Accounting & Office Management, Bookkeeping, Quickbooks, Tax Filing, Payroll, Estimates, Insurance, Plans, Permits, Associations, Union Benefits and Contracts.
Other - St. Francis West Hospital - 14 years working experience in medical transcription, customer service, and patient care. Certified in Medical Terminology/CPR/First Aid & Hawaii State CNA..

 

 

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