Zumwalt Accounting Services
Bookkeeping, Payroll & Tax
~ Certified QuickBooks ProAdvisor ~

 

About Us / Testimonials.........................CALL (609) 829-8839  

                                                                                              Click for the BBB Business Review of this Accounting Services in Pleasantville NJ

L. Marie Zumwalt

In 2003, Marie began attending Atlantic Cape Community College, graduating with highest honors with Associate's Degrees in Accounting and Accounting Information Systems. Read Atlantic Cape's news article about Marie and her daughter here. Immediately after graduation, Marie began her career as an accountant with the New Jersey firm of Charles R. Braun Accounting, quickly becoming absorbed in her responsibilities as a full-charge bookkeeper and account specialist for as many as forty small business entities. She discovered an aptitude for tax and business law research, but especially enjoyed advising and interacting with the business owners.

After spending a year gaining experience, she resumed her studies, earning a Bachelor's degree in Business Administration with a concentration in Accounting from Thomas Edison State College. Meanwhile she continued working at Braun Accounting as Office Manager and Staff Accountant while maintaining a 4.0 grade point average.

Upon graduating, she determined to strike out on her own, although she maintains close ties with her former employer, continuing to provide her services on a per diem basis throughout the year. She also enjoys collaborating with a diverse group of financial professionals and feels that such interaction is key to maintaining and sharpening her business and accounting skills. The constantly changing tax and accounting rules make keeping up-to-date imperative.

Marie is active in a number of professional organizations including the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants as a CPA candidate member. She volunteers with the Internal Revenue Service's Volunteer Income Tax Assistance (VITA) program, providing free tax preparation for low income taxpayers. She is also a member of Alpha Sigma Lambda, Phi Theta Kappa, and Sigma Beta Delta Business Honor Societies.

Marie earned her certification as a QuickBooks ProAdvisor for 2010 and 2011, and is qualified to provide expert consultation and training in QuickBooks Pro and Premier accounting software for clients who use the programs in-house. In addition, Marie specializes in financial analysis as well as tax and accounting services.

Click for the BBB Business Review of this Accounting Services in Pleasantville NJ


A number of our clients and associates have expressed appreciation for our services. Here is a sampling of what they have to say: 
 


"A small business owner needs to focus on the elements of the business that provide growth and stability for the company. Support functions such as accounting are equally important, but requires partnering with an individual and firm that they can trust. Buck London, LLC was looking for someone that was not only trustworthy, but who would be responsive to the needs of a small start-up.

After much searching, we finally found Marie Zumwalt. She is exactly what we needed. She not only provides excellent account services, but she gives us the special attention that a small business needs. I've never had anyone work so hard for me before. I highly recommend Zumwalt Accounting Services."

Mike Frederickson
Partner
Buck London, LLC
www.bucklondon.com

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"I have known Marie Zumwalt since 2008 when I was looking for a knowledgeable, detail-driven professional bookkeeper for our business and personal bills and record keeping.  Over the years I have found Marie to be very reliable, honest, hard working, intelligent, easy to understand and a true pleasure to work with.
 
Marie has taken the initiative on a number of occasions, and gone out of her way for me to do research on her own to answer questions that I have had on bookkeeping and accounting issues. Her information has been invaluable to me and helped me run my office, investments and personal affairs smoothly and accurately.
 
I have enjoyed a wonderful business relationship with Marie over the years and feel very lucky to have found Marie. She has made my life very easy with her outstanding bookkeeping talents and abilities.
 
Congratulations Marie, on Zumwalt Accounting Services….may you have many, many years of happiness and success in helping people with their bookkeeping and accounting needs."


Lynn Merkle
Office Manager / Realtor
The Hugh Merkle Team
Prudential Fox & Roach
Stone Harbor, New Jersey
www.hughmerkle.com
 
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“Marie has shown herself to be a knowledgeable, focused and highly motivated individual during our studies. Marie has a professional and courteous demeanor that makes her pleasant to study with individually, as well as making a good fit for a team environment. Top qualities: Personable, Expert, High Integrity ” 

 
Julia Vega
Student, ACCC & Stockton College
NJSCPA Scholarship recipient, 2010
(Julia hired Marie as an accounting tutor 2009 through early 2011)
 
Note: Julia has since earned her bachelor's degree in Accounting with highest honors and has gone on to become a junior auditor with Deloitte & Touche in Philadelphia, PA,  She recently passed her CPA exam.

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"As a business located in the same office complex, I've found that Zumwalt Accounting Services has helped my own company grow. By working with Marie, I can now provide complete one-stop professional financial services to my investment and insurance clients. I have known Marie for over 15 years, and I have complete confidence that she will provide excellent accounting and business advice. She always goes above and beyond to help each business - she has already saved one of my clients thousands of dollars with her knowledge of the tax code."

David Ferguson, Jr.
CFS Certified Fund Specialist
Ferguson Financial
my.hdvest.com/davidfergusonjr

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