Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Rochelle Margucci

Rochelle Margucci is an Enrolled Agent based in Sacramento, California. With more than 30 years of experience, she is dedicated to helping small and mid-size businesses save significant time and effort with bookkeeping and payroll processing, as well as saving them the most they can on their taxes.

Rochelle brings a unique perspective to bookkeeping for businesses in general and real world. Her understanding of business means she is able to provide services in a more relevant, secure, timely, and accurate manner enabling firms to stay focused on their clients.

Rochelle prides herself on her ability to provide seamless partnership with client bookkeeping staff and controllers. She places a premium on using the knowledge and experience she has accumulated over the years to provide the highest quality service and ensure the well being of the businesses she serves. She employs a documented system of processes by incorporating new technology which include rigorous checks and balances to ensure against gaps, oversights or interruptions. Rochelle knows that by doing this her clients can stay focused on what’s most important – running their businesses.

 

 

Susan

I have planned and monitored budgets for multi-million dollar corporations, served as Board Treasurer for Sacramento Cottage Housing, and have provided non-profit businesses and start-ups with training, policies, documented processes and financial controls. After all the business experience I’ve had in my career, my true desire is to make a difference in people’s financial lives at the personal level. I am a certified TSheets Pro advisor.

Susan has earned an M.B.A. in Finance from Golden Gate University, and a BBA in Accounting from National University. I volunteer in my community, and enjoy providing connections with people to enhance their business and lives. I enjoy health and fitness, cooking and travel.

 

 

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