Recent Posts
from Janet Berry-Johnson, CPA
Get the latest updates and learn how to clear the clutter and get organized
Tax Preparation Checklist: Gather These Documents to File Your Tax Return
Tax season might feel like it's a long way off, but following a tax preparation checklist and getting started early can save you stress and set you up for a smooth filing experience. While the IRS typically opens tax filing in mid-January, there’s no need to wait...
Protecting Your Elders: A Guide to Preventing and Addressing Elder Financial Abuse
Elder financial abuse is a deeply troubling issue that affects millions of older adults every year. Between 2022 and 2023, the Financial Crimes Enforcement Network (FinCEN) received over 155,000 reports of elder financial abuse, with roughly $27 billion in suspicious...
Helping Seniors with Finances: A Step-by-Step Guide to Organizing Financial Paperwork for Aging Parents
As our parents age, they may need help managing their finances. Between the constant flow of mail, bills, insurance paperwork, and other essential documents, it’s easy for things to slip through the cracks. Organizing financial paperwork for aging parents and handling...
How to Organize Financial Records: A Step-by-Step Guide
If you're like most of us, managing your finances can feel overwhelming, especially when juggling a busy life. Staying on top of bills, budgets, credit card statements, tax documents, and saving for retirement is challenging enough. But then you add the deluge of...
What Is a Daily Money Manager (And Why You Should Hire One)
Managing your day-to-day financial tasks can quickly become overwhelming, whether you're dealing with a busy schedule, caring for aging parents, or just learning how to stay on top of bills and budgeting. That's where a Daily Money Manager (DMM) comes in. A Daily...
Categories
You don’t have to have it all figured out before you ask for help. You just have to be ready to start.
Janet Berry-Johnson, CPA’s Biggest Fans
I’ve worked with a diverse range of clients—from busy professionals to seniors, small business owners to college students—each with unique needs and challenges. Here's what our clients are saying.
“Janet is such an incredible resource. Keeping track of bills and knowing what’s where with our own finances can be stressful enough—but add in the responsibility of managing it all for a parent, while juggling work, kids, and life, and it can get overwhelming fast. Janet is truly excellent at what she does. She’s a CPA, smart with finances, and brings a calm, organized presence to what can feel like chaos. But beyond that, she’s just ridiculously kind and incredibly trustworthy. I have zero hesitation putting something this important in her hands, and I wholeheartedly recommend her to anyone and everyone.” - BW
“Thank you, Janet! It is such a pleasure working with you.” - JA
“We must be doing something right because it seems like my credit score is going up every week.” - JS
“I am always amazed by just how accessible you can make the tax code for the average person.” - LF