Full service accounting and tax firm. Includes owner: Catherine A. Ponist, CPA* and staff accountant: Nicole M. Simmons. *Licensed in PA and Member of PICPA; +Enrolled Agent and Member of NAEA; ^Member of AICPA

Lynn Sharer started out investing in real estate in the 1980’s. At that time the interest rates were unbelievably high but she would purchase distressed properties, rehab and sell them. Lynn gained her knowledge of property values first hand. It was not until almost 20 years later that she started selling real estate full time as she continued investing. Lynn Sharer started out working mainly with investors and eventually switching her focus to home seller’s and buyers. It is fun matching people with living spaces that feels right to them. For the last 14 years Lynn Sharer has been working with buyers and sellers to find the perfect match. She guides each client through the entire process start to finish and supports them every step of the way. Because of the economy the distressed seller is where Lynn Sharer has placed her emphasis knowing that these seller’s need special attention and counseling. With Lynn's experience, education and expertise this is a natural fit for her talents. Lynn Sharer has been working with short sales for the past 3 years and has successfully closed most of the properties she has listed.

Your accounting information should help you to run your business, not cause you to feel like you are running in circles. Do not know if you are making money, if your products are priced right, if your accounting data is correct? Call me for a free consultation. We will figure out what you need and set up a customized plan to efficiently produce accurate reports that can help you more profitably run your business. I understand your needs, as I am a former controller for a research company. Have an MBA and am a Certified QuickBooks Pro Advisor and love to help growing businesses.

Born in New York, Sheila spent most of her life in New Jersey prior to moving to Bucks County in 2003. She attended Douglass College (Rutgers University) graduating with a degree in Economics. Her areas of focus are college savings, retirement income planning, and maximizing philanthropic giving. A former vice-president of Philadelphia's National Association of Women Business Owners, Sheila serves as board president of Educational Solutions Unlimited. She is also founder of the Women Business Forum Mentoring Program, (Bucks County, PA) and a former board treasurer at UrbanPromise. Sheila is an avid tennis player, a runner, a wife, mother and Sunday school teacher. She and her husband, Paul, a teacher and coach, live in Upper Makefield with their young sons.

Comprehensive Financial Planning with a focus on the Infinite Banking Concept to help people keep more of what they make. Teaching people how money really works and how to make it work for them is a wonderful experience. Securities and Investment Advisory Services offered through H Beck, Inc., Member FINRA, SIPC Distinctive Financial Services and H. Beck, Inc. Are Not Affiliated

Brenda has 28 years experience and licenses working with individuals and businesses to provide distinctive financial planning solutions. Brendas business plan includes the overview passion of helping her clients to best achieve their goals and objectives using processes and strategies ranging from risk management protection to retirement income planning. By using her experience and teams of specialists in the financial services industry, She exhibits the dedication and integrity of services that separate her from the pack and provide distinct value services. Her practice is built on the many years of diverse financial jobs,positions and experiences with many types of institutions so she was better prepared to grow to her own business in 2004 and grow it 25% per year over the past 8 years. As owner of ASSET FINANCIAL SERVICES, a Registered Representative and Investment Advisor Representative of Transamerica Financial Advisors, she works out of WARRINGTON, Pa. Servicing and maintaining trusting relationships in individual, family and business clients is Brendas' primary focus and her product specialties are in the retirement arena concentrating on IRA rollovers and 401k /profit sharing plans. Member FINRA, SIPC Asset Financial Services is not Affiliated

Bee Bergvall & Co. has been providing accounting and business services to individuals, businesses and the public sector since 1981. Our 25 professionals have experience with a wide variety of businesses and industries enabling us to bring a wealth of expertise to each client engagement. As small business owners ourselves, we understand what it takes to achieve growth in today’s highly competitive market. Cindy is on the Board of CB Cares and a member of the C12 group. She enjoys pairing the financial analysis skills of the accounting firm with the strategic goals of her clients, to help them increase capacity, communicate clearly, and plan for the future.

Our Outsourced Bookkeeping and Controller Services are designed to help you leverage your financials on being profitable and make the right business decisions. At Fast Trac we think profit first. Receive discounts on QuickBooks software. 35% off on QuickBooks Online Essential and Plus (new accounts). Mention WBF.

Beth began her career in the Financial Services industry in 1984, and joined Merrill Lynch in 2012. As a Financial Advisor, Beth listens to her clients, focusing on their dreams and aspirations, and then offers Financial Solutions to help them meet their goals, based upon the client's risk tolerance, time horizon, liquidity needs, and overall investment goals. She also helps her clients manage through challenging life transitions, like the death of a loved one, job loss, or divorce. She even volunteers her time to help single parents and children of separation and divorce who are struggling with the changes in their lives. She fine-tuned her disciplined approach in her 25 year career as a technologist and consultant, mostly for Financial Services firms, where she specialized in listening to her client’s needs and then designed technical solutions to help them reach their business goals. Her additional consulting experience in the Utilities, Software, and Entertainment industries gives Beth broad perspective to apply to challenging situations. Beth graduated with a B.A. in Economics from the University of Virginia. Beth lives in Richboro, Pennsylvania with her husband and their two sons. Her hobbies include hosting wine tastings, enjoying small live concerts, and staying warm in hockey rinks.

I help clients with comprehensive financial plans and unique international banking services.