Marna Roby was born and raised in Portland, Oregon. She was educated at Portland State University and Indiana University. She moved to the Midwest, and was controller of a number of Radio Stations in Lima, Ohio, and Hammond, Indiana.
She entered the public accounting arena in 1997 at an accounting firm in Plymouth, Indiana. In 1999, she joined Mannia & Company LLC. As a staff professional, she compiles and analyzes information from records clients provide and creates financial statements from this information. She also prepares payroll tax returns and other filings.
One of the more rewarding aspects of her job is training and assisting clients in the use of their accounting software. She has experience in such accounting software as QuickBooks, Sage 50 (formerly Peachtree), and JobBoss, and is a QuickBooks ProAdvisor. This enables her to help clients with problems they may encounter. She is also a member of the American Institute of Professional Bookkeepers.
Her son and grandson live in Fort Wayne, but soon she will be moving to Florida. She will, however, continue to work from a virtual office. Her interests include travel, Broadway plays, and movies, and her two favorite places on Earth are Crater Lake, Oregon, and the sunken garden at Butchart Gardens, Victoria BC.
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
Mutual funds: Handle with care at year end
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips.
Avoid surprise capital gains
Unlike with stocks, you can’t avoid capital gains on mutual...
It’s not too late: You can still set up a retirement plan for 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider doing so this year. There’s still time to set one up and make contributions that will be deductible on your 2018...
Time for NQDC plan deferral elections
If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan. As the name suggests, NQDC plans pay employees in the future for services currently performed. The plans allow deferral of the income tax associated with the compensation.