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.
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.
*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.