Who We Are

Anne Marie Schertz

Anne is a seasoned manager with extensive experience in overseeing virtual bookkeeping operations. She possesses diverse proficiency in various accounting software applications, with particular expertise in providing high-quality services to companies utilizing QuickBooks.

Her professional background spans several industries, including construction and real estate management. Anne has held key leadership roles such as Assistant Controller for a prominent New York-based real estate developer and Controller for a respected structural steel company based in the same region.

Anne’s educational background includes graduating from Queensborough Community College of the City University of New York with an associate degree in computer sciences. Her comprehensive skill set and practical experience make her a valuable asset to any organization seeking a competent bookkeeping professional.

 

Steven P. Schertz, CPA

Steven has 30+ years of expertise in financial, operational, IT, and HR. He utilizes his diverse business experience and superior team-building skills to align strategic initiatives with overall business strategy. Steven has been a senior-level financial executive for publically traded and privately held businesses in manufacturing consumer and industrial goods, logistics and distribution, real estate management, and construction. He began his career in public accounting, working for large national and local CPA firms auditing clients in various industries.