Alternative Financial Solutions

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Our Clients Love Us ...
... and so will you

Lisa Corcoran was referred to us by our accountant and together they worked seamlessly to get us up and running on QuickBooks. Lisa was quick to understand our business and adapted to our workflow. Today we receive timely, professional reports from her on a monthly basis. She's extremely knowledgeable and reliable. You will be in good hands with AFS.

Sarah Angelozzi, Partner
Kai Equity, LLC
Red Bank, NJ

In the first couple of years, I attempted to keep the books for my company, and likely made some errors in the process. The level of stress and anxiety involved was not worth it. AFS did a fantastic job getting our books in order and has made bookkeeping something I never worry about anymore.

Kenny Katzgrau, President
Broadstreet Ads, Inc.
Red Bank, NJ

I would like to thank Lisa Corcoran for her knowledge, expertise and professionalism in managing my company's bookkeeping needs. She is truly gifted and provides a service unlike others in her field. My business has grown significantly since the inception of her services in 2013, which include bookkeeping, professional advice and implementing procedures.

Most importantly, when I required bookkeeping data for banks and potential buyers of my business, Lisa had my books maintained perfectly. When I needed immediate assistance on multiple tasks, she always came through with a solution and timely completion of the assignment.

Because of Lisa, small business owners like me can feel secure and confident knowing our businesses are in good hands.

Victoria Cox, Owner
Victoria's Compassionate Nursing Care Management, LLC
Millstone Township, NJ

In the decade I've been working with Lisa and her staff, I'm always impressed with their efficiency and professionalism. I happily refer clients to AFS knowing they will be given first-class service and accurate guidance on organizing and tracking their business finances. I can tell you first-hand that, once you have a professional handle the intricacies and details of your company's cash flow, you will be relieved to know it's being done right the first time!

Matt Appel, Financial Consultant
AXA Advisors
Wall, NJ

Having worked with AFS since 2009, I can easily say that they have my complete trust in all aspects of our bookkeeping and look out for my company's best interests. They are detail oriented, professional and efficient, trust worthy and dedicated, extremely knowledgeable and well organized in what they do. I would recommend them to anyone looking for an excellent bookkeeping service!

Tim Cross, President
Merrick Construction
Little Silver, NJ

Due to our growing business, we decided that it would be highly beneficial to switch over to QuickBooks, but we didn't know where to start and were feeling very overwhelmed. My husband researched QuickBooks trainers/advisors and found AFS. And we're so very thankful he did. They came to our home office and immediately went to work on educating us in a professional, efficient manner. Anytime we have an issue, we can call them and they'll walk us through it or will work on it until the problem is rectified. AFS is trustworthy and reliable, and we are so very glad that we found them.

Peter & Randi Mooney, Owners
Hot Coat Fiberglass
Forked River, NJ

I was introduced to Lisa in 2012 by a mutual business connection when I was seeking a bookkeeping referral for my business and high net worth clients. Since the moment we met, I knew I finally found the perfect person. We work together on mutual clients and I refer her to anyone looking for a bookkeeper who is fun to work with and has an incredible amount of intellect, ability and integrity. Lisa and her team are able to make the back office functions easier for my clients. "What a find!" is a common bit of feedback I receive on Lisa and her team.

The AFS team is professional and responsive, and gives me and my clients peace of mind knowing that they are in very good hands. It is a true pleasure working with AFS!

Annemarie M. Zeni, CPA
Zeni and Associates, LLC
Colts Neck, NJ

Lisa and her team are a perfect fit for growing small businesses like mine. They have allowed us to focus on clients, rather than being bogged down in the time-consuming, increasingly complicated task of trying to manage the bookkeeping on a day-to-day basis.

Chris Russell, President
Chris Russell Consulting, LLC
Wall, NJ

Referring existing or new clients to a third party can be a hazardous choice. Fortunately with Lisa, I am 100 percent confident that she will help them get any job completed promptly and accurately. When I receive QuickBooks files that Lisa has worked on, I know the data has been entered correctly. I believe Lisa’s success is tied to the joy she receives in helping others become successful in their own businesses.

Louis J. Gallipoli, II, CPA, Principal
Gallipoli Wealth Management
Toms River, NJ

My accountant now likes me again, after I had Lisa dive in to our QuickBooks® files and straighten out a years-old mess. I can now pull up reports that I trust are accurate, which helps me run our business more profitably. Monthly audits ensure that I don’t mess up anything, taxes are paid on time, bank statements are reconciled, and it’s all too good to be true. Thank you, AFS!

Jerry Mikaelian, Partner
Toms River Door & Window Co.
Toms River, NJ

The nature of my business includes traveling two weeks each month. If I didn’t have Lisa handling my QuickBooks, I don’t know how my business would have grown the way it has! She is timely and well organized and is the consummate teacher in helping me out whenever I need her. She completely took this aspect of the business over for me, which gives me time to focus on my business goals.

Janine Cifelli, President and CEO
Janine Cifelli Representation
Toms River, NJ

My firm and I have worked with Lisa and her associates for many years.

She works with us, and common clients, to provide all appropriate information on a top-quality basis.

Peter Pfister, CPA
The Curchin Group, LLC
Red Bank, NJ

We know the number one priority at AFS is accuracy and quality. Lisa’s team is quick and accurate. Once a client is working with Lisa, they always save time and money. They can focus on the business of making money without any more accounting nightmares.

Robert B. Walsh CPA/PFS CFP® CRPC®
Lighthouse Financial Advisors, Inc.
Red Bank, NJ

As we were going through a major change in our company, a friend recommended Lisa at Alternative Financial Services to help us through our Quickbooks® concerns. We could not have received a better recommendation. Lisa guided us through our transition quickly and smoothly. Her patient and thorough training gave us a perfect understanding of working our way through Quickbooks®. Lisa’s expertise does not stop at Quickbooks®. She is an invaluable business advisor and financial planner. She has a keen awareness of business trends and best practices, which influence many of our business decisions.

In addition to her expertise, Lisa is a pleasure to work with. She is readily available if a question arises. AFS is a trusted and important part of our business. We are grateful to have found Lisa and will continue to recommend her for anyone’s QuickBooks® and small business needs.

Donna and Doug Martin, Owners
Tiled Interiors
Red Bank, NJ

AFS has been an invaluable part of our business since 2009. We have a busy fine-jewelry shop and our advisor, Lisa, took the time to understand our specific business needs and then implement a streamlined approach to our bookkeeping. She regularly apprises us of issues that are impacting or will impact our business, allowing us to adjust our strategies accordingly. She’s aware of business trends and common practices that help keep our business focused and running smoothly. Lisa works closely with our accountant to ensure we’re operating in the best possible way, with integrity, accountability, good business sense and for the best financial outcomes.

We trust Lisa 100 percent with our private and sensitive business information. This alone would be enough! AFS is an important part of our business now and in the future.

Hope Raymond
Nicholas Jewelers
Old Bridge, NJ

Having Lisa at AFS review our QuickBooks file and reconcile our checking account every month has made a huge difference in our business. She is extremely knowledgeable in QuickBooks and makes sure our sales tax is paid on time and that items are credited and debited from the correct accounts. Most important, she keeps in regular contact with our accountant.

Lisa has relieved me of the anxiety and stress I used to experience with QuickBooks, fearful I wasn’t using it correctly. She is always available by e-mail or phone to answer any bookkeeping questions I may have. In addition, Lisa promptly informs us of any adjustments she has made to our account and lets us know what information she requires to complete our end-of-year entries.

We have been using AFS since 2007 and are extremely happy with Lisa’s services. We look forward to a long relationship with her. Our only regret is that we didn't hire her sooner!

Terry Quinlisk, Vice President
Abby Lifts, Inc.
Toms River, NJ

Whether I'm traveling or working locally, the AFS team keeps careful watch over my financial affairs. I can count on them not only to be on top of my financial transactions, but also to provide me with the trust and confidentiality I require. They interact seamlessly with my trust attorney, personal lawyer, money manager, private banker and tax accountant, and they are always available in an emergency. Lisa and her team work tirelessly and with great aplomb.

Randy MacDonald
Red Bank, NJ

In 2009, we went through a generational management-transition process (now on the fourth since established in 1920) here at The Folk Agency, Realtors. The need for more accurate and timely information was clear. While our financial information was accurate and our accountant was taking good care of us from a taxation standpoint, we needed more detailed information to help us plan for our business cycles and future growth. We also wanted to be able to access our data remotely through an online program. We engaged Lisa Corcoran and Alternative Financial Services to help us implement such a system (QuickBooks® Online edition) and input our data.

Thanks to Lisa, who is a joy to work with, the process was exceptionally smooth, quick and cost effective. She asked many questions that helped her decipher some of our outdated bookkeeping methods; from there, she knew what solution/system would best serve us. Both generations were extremely pleased with the outcome. This system, along with the ongoing relationship we have with AFS, continues to serve us well today.

The only regret we have is that we did not do this sooner. We feel more in control of our business, which gives us a huge sense of comfort. Being able to focus on what we do best and continuing to help our agents stay at the top of their game has helped us to grow in a challenging real estate market.

Heidi Wittenberg, Broker of Record
Fred Wittenberg, President
The Folk Agency, Realtors
Brielle, NJ

J. Crawford Compton, Inc. has worked with Alternative Financial Services, particularly Lisa Corcoran, since our accountant recommended her in 2008. Lisa has proven to have highly developed QuickBooks and accounting skills, and she provides invaluable guidance and organization for our corporation’s numerous company files. Our involvement with Alternative Financial Services has been a welcome asset to our corporation’s efficiency and has allowed us to work smarter.

Toni Rinella
J. Crawford Compton, Inc.
Belford, NJ

Lisa is the consummate professional. I can and do recommend her services whenever possible.

John T. Ward
Red Bank, NJ

Around the time my first child was born, my husband’s marketing agency was in need of a more efficient bookkeeping system. He wanted someone he could trust to streamline his invoicing, pay bills, and process payroll. Because I had some experience with the QuickBooks program, we decided I would retire from my career in interior design and work from home as his billing manager. I walked into a mess. The program was being used incorrectly, and I quickly realized I was in way over my head. In 2008, our accountant referred us to Lisa from AFS. She stepped in and completely saved me. Lisa has been an absolute pleasure to work with and she has helped the financial areas of our business become much more organized. Lisa has fixed my mistakes, taught me new and more efficient ways of doing things, and held my hand during the learning process.

Susan Mulvaney, Billing Manager
Middletown, NJ

We have relied on the services of Lisa Corcoran and Alternative Financial Services since 2005. Without Lisa’s assistance, we could not have organized and maintained our financials at the level that is necessary in business today. Lisa has been a reliable and trustworthy resource to handle our bookkeeping needs. Her expertise and guidance have allowed us to operate our retail boutique in an efficient and cost-effective manner, and we are grateful to have her as part of our team.

Lisa Jones
Lisa Jones, LLC
Retail Boutique
Princeton, NJ

AFS is a crucial part of our business. Cash flow is an essential component of any business, and since 2005, Lisa's work has enabled us to forecast what our needs are. We cannot run our business without her. On a personal note, she has become a good friend and confidante and I would strongly recommend her to anyone.

Mark Forman, President
Certified Cabinet Corp.
Marlboro, NJ

We are an advertising and marketing firm with loads of experience in our field, but little experience in finances. Lisa has reduced the stress of keeping our business in order. Her knowledge of QuickBooks makes life so easy for us. If I have questions during the workday, Lisa answers quickly and in detail!

Linda M Duerr, Owner/Partner
O2 Marketing Communications, Inc.
Manasquan, NJ


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