Helping individuals and business owners make more money and reach financial security faster by saving, investing, and getting out of debt with our services: ➡️Tax advisory, return preparation, IRS resolution ➡️Financial planning ➡️Generational wealth legacy 👉 Ask me about my money coaching services! Book your free 15-minute
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Your trusted advisor
About
Marie Giannantonio, CPA MBA
Trusted Advisor
Let us take money coaching, taxes and bookkeeping off your plate so you can focus on what you do best...grow your business!
Marie's passion is providing business owners with the financial information they need to grow their businesses and realize maximum profitability while minimizing tax liability through specific money guidance custom-tailored for you so you can invest, save, and get out of debt faster.
We are based in Taos, New Mexico, not far from the Taos Ski Valley, and we work with individuals and businesses across the United States by utilizing virtual technologies, such as Zoom, Microsoft Teams, Google Meet, and more. QuickBooks Online (QBO) is the bookkeeping platform at the center of most everything we do, as its functionality, security, and integration with other apps is superior to every other bookkeeping solution on the market.
We pride ourselves on providing fast, accurate and effective growth services to enable business owners to focus on what they do best...building their businesses. We have worked with businesses in virtually every major industry and have developed systems and processes that save us time and you money. We enjoy being a trusted partner that allows owners to rest assured that their books are accurate and their taxes are minimized -- and their money is growing.
Marie has been providing quality bookkeeping, tax, and accounting services for over 15 years, with a deep understanding of the financial needs of businesses.
Marie is a Certified Public Accountant (CPA) in New Mexico and Colorado and a certified QuickBooks Online ProAdvisor. She holds a Bachelor's degree in Accounting from the Wharton School of the University of Pennsylvania, an MBA in Finance from Columbia Business School, and a Master's degree in Organization & Leadership from Columbia University Teachers College.