New York City/Austin
Email: setupquickbooks@gmail.com
Cell: 646-281-7649
Jo started her career in the financial industry working as a portfolio assistant at Milbank Winthrop & Co.; a boutique investment firm in New York City. Later as an account manager at CheckFree Investments Services; a leading provider of investment management services to financial institutions, she was able to use her knowledge and skills to provide guidance and support to many investment firms by analyzing their needs and recommending the appropriate solutions.
In 1995, while still employed in the financial industry, Jo helped her husband establish Avalon Restaurant Renovations, Inc. and discovered she had a passion for business and wanted to help other entrepreneurs with their start-ups. A year later, in 1996, she began her own business; OutSource Bookkeeping. Why a bookkeeping business? Because as Jo learned working in “Corporate America,” sound financial systems are the backbone of all successful businesses.
