SPECIALIZING IN HELPING SMALL BUSINESSES WITH ALL OF THEIR ACCOUNTING AND BOOKKEEPING NEEDS
Since 2012
Hi! I’m Margie
Margie Wood
Accountant – Bookkeeping – Financial Liaison
My Journey in Financial Services
Professional Background
With over 40 years of experience in the financial sector, I am dedicated to supporting small businesses with their bookkeeping needs. My career began at a large auto parts chain, where I quickly advanced to the position of Assistant Regional Bookkeeper. In this role, I had the opportunity to assist and train bookkeepers across various company locations, which allowed me to develop a deep understanding of diverse bookkeeping practices.
Career Progression
After several years with the auto parts chain, I chose to take some time off to focus on my family. This break allowed me to recharge and reflect on my professional goals. When I was ready to return to the workforce, I resumed my career in bookkeeping by joining a real estate and brokerage company in Buffalo, NY. Not long after, the company merged with a prominent mortgage firm based in New York City. Following the merger, our team relocated to a new office in Getzville, NY, where I was promoted to Wholesale Branch Manager. I remained with the organization for several years until it closed in 2005.
Entrepreneurial Path
After some thoughtful consideration about the next phase of my career, I decided to establish my own small business. Through this venture, I recognized a significant demand for a financial liaison who could offer bookkeeping and accounting services to small businesses on a flexible, part-time basis. This approach allowed business owners to access the expertise they needed without the expense of hiring a full- or part-time bookkeeper.
Ongoing Commitment to Small Businesses
Since 2012, I have been proudly serving small businesses across Western New York (WNY). I am always eager to meet new clients and help them streamline their financial processes. My current clients appreciate the freedom to focus on their core business, knowing that their bookkeeping tasks are expertly managed and no longer a source of stress.