About

Your Personal Accountants

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:

Complete honesty and integrity in every transaction; we stand behind our work and ensure its accuracy
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
Effective communication regarding your financial matters: we guarantee our clients a comprehendible explanation of their financial situtation
Compliance with the Internal Revenue Service Code and State Department of Taxation.
We’ve been a member of the BBB since 2005 with an A+ rating.

Lisa

Business Specialist / Executive Director

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 .

E-Mail: lisa@personalaccountant.net

Anastasia

Income Tax Specialist / Vice President

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.

E-Mail: ana@personalaccountant.net

Payal

Accounting Specialist / Director

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.

E-Mail: payal@personlaccountant.net

Dawn Iolani

Administrator / Secretary-Treasurer

Accounting & Business Related Course Study – Leeward Community College 3 years Office Administrative Technology Program. Relevant courses: Office Management, Accounting, Business Math, 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.

E-Mail: iolani@personalaccountant.net

Kuulei

Payroll Specialist

Accounting & Business Related Course Study – LSM Tax course 2010.
Work Experience: 20 + years working experience in Administration and Office management within the Travel, Health and Business industries. Skills include customer service, programming and data entry for travel related booking engines, inventory & quality control, payroll reports, employee training & office operations, statistical reports, accounts payable/accounts receivable and general accounting/bookkeeping.

E-Mail: kuulei@personalaccountant.net