Joana Sandoval

Bookkeeper

Joana discovered her passion for accounting at the age of 20 while interning at a family-owned accounting firm in Norwalk. Joana quickly grew into a role as head bookkeeper and gained hands on experience managing day-today financial operations.

 

She went on to work as a bookkeeper for a research company in Stamford, overseeing daily transactions, payroll, and financial reporting. Later, Joana earned her Associates degree in Accounting from Norwalk Community College and continued her career at a tax firm in Greenwich where she worked closely with a CPA and worked as a Senior Tax Preparer.

With experience across bookkeeping, payroll, and tax preparation, Joana brings a well-rounded and detail driven approach to accounting. Outside of work, she enjoys spending time at the gym, exploring new restaurants, and spending time with her two dogs.

Our Promise to Our Clients

We make all the crossroads count.

We build a strategy that maps to your aspirations and your risks. We roundtable detailed intelligence so you can do what you do best: know your options, trust your instincts, and act.

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