Kimberly DalBon-Managing Director, Owner

As a Bachelor of Science in Business Management from the University of Massachusetts, Dartmouth, Kim DalBon has been providing a wide array bookkeeping services to small businesses for 17 years and has extensive experience with QuickBooks software. She also prepares individual and small business tax returns and is a Registered Tax Preparer through the Internal Revenue Service. In 1999 she helped open, market and run a tax franchise out of Stoneham, Ma.  She was an instructor of their in house tax course and managed an office of 8 tax preparers, overseeing the filing over 1000 tax returns per year and also providing her bookkeeping services to her small business clientele.  In 2010 the franchise was sold and the owner and Kim moved their services to Wakefield, Ma where they have been providing Financial Services, Bookkeeping and Tax Preparation for the past seven years as JMS Tax and Financial Services. With 17 years as an entrepreneur herself she brings real life work experiences to the small business owner.  She also served on the Board of Directors as a financial liaison for HOCC, a non-profit organization for women infected with or at risk of the AIDS virus and is currently the serves on the Board of Directors as Treasurer at the Cove Community Center, a non-profit community organization.

Currently her responsibilities are general bookkeeping, tax preparation, budgeting, financial analysis, small business consulting and planning.

Other Credentials: (Certificates, Professional Affiliations, etc.):

• RTRP, QuickBooks Pro-Advisor