Amanda Runkles is the Director of Financial Planning and Senior Wealth Manager at HFI Wealth Management. Amanda joined HFI after spending seven years in public accounting. She specialized in providing attestation and tax services for the banking industry and has experience with individual tax preparation. Amanda is a graduate of West Virginia University where she obtained a Bachelor of Science in Business Administration with a concentration in Accounting and a minor in Spanish. Amanda became a Certified Public Accountant in 2008, a Registered Investment Advisor Representative in 2011, a Personal Financial Specialist (PFS?) in 2012 and a Certified Financial Planner (CFP®) in 2013.
Community Involvement: Shepherdstown Bike Path Committee Secretary; Shepherdstown Day Care Board Member; Adjunct Professor at Shepherd University
Hobbies: Cress Creek Ladies Golf and Mason Dixon Ladies Golf
Susan Tolbert is the owner of Your Books Accounting LLC in Charles Town, WV which offers QuickBooks bookkeeping services to small and mid-sized businesses. She enjoys getting to know her clients and helping them grow their businesses. Susan has a knack for being able to turn a shoe-box of paperwork chaos into meaningful numbers that can help her small business clients make better business decisions.
Some of the recent projects Susan has completed for clients include catching up the books for a construction client which included finding $100,000 in unrecorded revenue, correcting a QuickBooks installation for a medical professional, improving a client’s credit score by ensuring bills were paid on time, saving a trucker $8,000 in federal taxes, and helping a nurse lower her IRS payments.
Susan is a Certified QuickBooks ProAdvisor, certified in both desktop and online versions of the product. Her company offers QuickBooks selection, setup, installation, customization, training, and troubleshooting as well as monthly, quarterly or annual bookkeeping services, payroll, tax return preparation, loan package preparation, financial reports, business consulting, and other accounting services.
Susan has 15 years of audit experience with the Federal Energy Regulatory Commission. Her industry experience includes building construction, moving and storage, mining, heavy construction, government, electric and gas distribution, auto repairs, non-profits and small business.
Susan earned a Bachelor of Science in Accounting from the University of Nevada Las Vegas. In her spare time, she has quite a variety of hobbies, from counted cross-stitching to zip lining. She most enjoys socializing, spending time with family, watching deer from her deck, watching Chicago Med, traveling, and volunteering for CASA (Court Appointed Special Advocates for Children).