Introductory Newsletter from Steve Matteson

Hello, Quickbooks newsletter subscribers! While I have had the pleasure of meeting many of you, for some of you this is the first chance to introduce myself to you. My name is Steve Matteson and I am the new owner of the website and its affiliated services and I am here today to update you regarding the newsletter and its expanded content.

In addition to Quickbooks related topics, I will expand the newsletter offerings to cover services many of you have asked for in the past……broadly described as comprehensive financial issues and concerns of business owners. I have nearly twenty years of financial services experience, the past eleven as a Registered Investment Advisor focusing on comprehensive financial & tax management for businesses and individual families.

Acting as “financial quarterback” for my clients, my services include investment portfolio management, tax planning, retirement planning, corporate retirement plan management, cash flow planning, and financing options, as well as many other financial needs – essentially a personal CFO to my clients handling any and all issues surrounding finances.

The newsletters will contain articles from any or all of those areas in addition to specialized topics unique to the needs of business owners. The newsletter will be interactive and responsive to the topics that are of interest or concern to you, the subscribers, and I welcome your feedback and suggestions for topics.

A little about my background…….I have a Masters degree in Business Administration (MBA), a Masters degree in International Business, am a Chartered Retirement Planning Counselor, a Quickbooks Certified ProAdvisor, and have completed the prestigious Enrolled Agent program covering advanced tax policy and returns.

Wishing you the best and looking forward to your comments as the newsletters begin in early March.


Steve Matteson

Leave a Reply