If you considering signing up or are already a client of My Concierge LLC this page is for you.

 

 

A little about:

Patricia “Patty”. Sepety has owned a consulting business, My Concierge LLC,  since 2010. She provides virtual*, on-site and office management & bookkeeping assistance to small business owners, seniors and singles.

 

 

Before going into business, Patty was personal assistant to two internationally known businessmen.  Other prior work includes the non-profit Children’s Museum of Richmond where she was Accounting & Technology Coordinator.  She has worked for 3 lawyers as a legal assistant and for 8 engineers as a draftsman.  Patty is retired from the engineering department of Verizon.  Her other non-profit experience includes serving on the Board as President of Eastern Henrico FISH, a faith-based charity. She has also done volunteer elementary school tutoring for the YMCA in Henrico, VA. Patty has been a Notary Public for over 20 years.

Patty’s education includes a private school in Bangkok, St. Mary’s College of MD and Blackbaud Accounting for Non-Profits as well as CLE legal classes. She is skilled in QuickBooks, Excel, MSWord, PowerPoint and Square/Weebly POS.

Patty is married, has 2 grown children and 2 granddaughters. She loves living the quiet lifestyle of the Eastern Shore of Virginia.

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For new clients with complicated ongoing needs and those who require my long distance help My Concierge LLC may require a deposit and an engagement agreement.

Organizing:  A lesson and ideas on where to put all that paper: (includes mail OPT OUT Info).  When you make your appointment, ask about Organizing Papers 101.

Getting out of debt:  Make the decision. Then list and contact those who need to know.  Ask My Concierge LLC to help you create a letter to send to those you owe.

Taxes:  What should you bring to the tax preparer? Many thanks to my tax guy for keeping it simple and creating a list for me instead of the big booklet most are sending out.  Ask me for the tax appointment list when we connect.

My Concierge LLC is not a CPA firm or tax preparation company, but will help you gather tax documents for your tax professional.

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*My Concierge LLC is now, 99% virtual effective spring of 2020 due to the current health crisis.

We may use Skype, Zoom, FaceTime or a conference call; or even snail mail (US Mail) to communicate.  Please email on the Contact page and let me know your preference.

Not sure about all the technology?

We can navigate it together.  I look forward to speaking with you.