Wendy Marsden
Certified Financial Planner at ProsperiTea Planning
- Role
- Certified Financial Plannertm at Prosperitea Planning
- Location
- Greenfield, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Wendy Marsden
Wendy Marsden, CPA/PFS, CFP® provides integrated financial planning, investment advising,…
Experience
Certified Financial Plannertm
Jan 2014 — Present
Education
Mount Holyoke College
B.A., Physics & Astronomy
1982 — 1986
Isenberg School of Management, UMass Amherst
M.S., Accounting
1995 — 1997
Skills
- Financial Accounting
- Tax Research
- Personal Budgeting
- Tax Advisory
- Small Business
- Financial Analysis
- Payroll Taxes
- Quickbooks
- Accounts Payable
- Investments
- 401k Rollovers
- Strategic Financial Planning
- Tax Preparation
- Accounting
- Entrepreneurship
- Financial Planning
- Llc
- Income Tax
- Sole Proprietors
- Bookkeeping
- Microsoft Excel
- Payroll
- Sales Tax
- Partnership Taxation
- Public Speaking
- Estate Planning
- Personal Financial Planning
- Irs
- Partnership Tax Returns
- Forensic Accounting
- Personal Tax Planning
- Account Reconciliation
- Budgets
- Finance
- Tax Returns
- Business Planning
- Internal Controls
- Accounts Receivable
- Tax Accounting
- Financial Reporting
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