Personal Financial Navigation

Specialties

Bookkeeping services for individuals, entrepreneurs and small business.

— We help our clients with bill payment, invoice processing, bank account reconciliation, tax document collection and organization for accountant, sales tax filing, payroll, insurance claim reconciliation, personal and business budgeting, liaison to your trusted advisers (Attorney, CPA, Financial Adviser), eldercare management services, coordinating property sales with brokers, property management and condo association bookkeeping, relocation assistance, estate administration for transferring assets and closing accounts.

History

Established in 2013.

Liz Miller is the founder and principal of Personal Financial Navigation, LLC (PFN). The company addresses the growing needs of individuals and small businesses for effective and timely financial record keeping and management. By providing her clients with a systematic approach they can focus on the more important aspects of their lives or business.

Prior to forming PFN, Liz worked for a local estate and trust attorney as a paralegal. She also had a career in the financial services industry for 14 years working with global money center banks and corporate treasurers helping them optimize their financial operations.

Liz graduated from Rutgers University and is a Certified Bookkeeper with the American Institute of Professional Bookkeepers. She has lived in Westfield, New Jersey for 20 years and is an active member of the community.

Personal Financial Navigation, LLC is a bonded and insured company.

Meet the Business Owner

Liz M.

Business Owner

Liz recognized the need to help clients manage the ever-​growing demands for financial administrative support — evolving needs of small business for bookkeeping and payroll; demands on the children of elderly parents living independently; specialized record keeping for charitable organizations; support for entrepreneurs and high net worth clients who maintain critical focus on their aspirations. Every client of PFN gets the personal attention and service of a trustworthy, experienced and reliable partner.

Personal Financial Navigation also recommends

Dolphin Plumbing Inc.

Plumbing

,

Heating & Air Conditioning/​HVAC

Liz M. says,

«I’ve known this team for years — reliable, honest, good people. And they know what they’re doing.»