Wood Financial Services LLC

Services

SERVICES

Here are some of the skills and tools I can apply for you, to make your crazy schedule a little easier.

  • Attention to detail, organization
  • Mathematical fluency
  • Understanding of the need for security
  • Comfort with computers, Excel formulas, and computer programming
  • Ability to communicate; both with those comfortable with financial math and vocabulary, and those who aren’t
  • Good grasp of what I know, and what I don’t know
  • Growing expertise in the tax field
  • Trailing monthly billing by the hour, as a 1099 independent contractor (no need to set up payroll!)
  • No weekly minimums.  If you only need help when you get a new client, and none of your prospects close, there’s no risk to you.

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