jody

About
Jody Rorick, CPA


My practice in Daily Money Management has steadily grown since I started my business in 1996. I work with my clients on a one-on-one basis, and I gain satisfaction when I see relief on their faces. Their gratefulness is the reason I like my business so much. I am able to establish a rapport with each of my clients, and our professional relationship has a personal side to it as well.

All of my clients have come to me through referrals from other professionals, friends, or business owners. Word-of-mouth advertising works best for me, since my service is so personal. I offer a free in-home consultation in order for you and I to meet, and to see if we’re comfortable with each other. During this session, I can give you an estimate of the time it will take me, and how many visits per month I think are needed. If you want only insurance claim resolution work done, I can work in my office, and save you the cost of my travel time. Call me or send me an e-mail, and we can set up an appointment to meet each other.

EDUCATION AND PROFESSIONAL BACKGROUND

Certified Public Accountant-Licensed in New Jersey
M.B.A.- Professional Accounting - Rutgers Graduate School of Management, Newark, New Jersey
B.A.- English - Case Western Reserve University, Cleveland, Ohio
Several years work experience in banking (CitiGroup)and public accounting (Ernst and Young)

PROFESSIONAL ORGANIZATIONS

Member of Advisory Board of the AARP Money Management Program in Monmouth County 2008-2009
American Institute of Certified Public Accountants
New Jersey Society of CPAs
  • Financial Literacy Committee 2007 - 2009
  • Secretary, Monmouth/Ocean Chapter 2008-2009
  • Treasurer, Monmouth/Ocean Chapter 2007-2008
  • Chair and Founder Elder Care Committee, Monmouth/Ocean Chapter 2005 - 2009
  • Chair and Founder Women’s CPA Group, Monmouth/Ocean Chapter 1998 and 1999
National Association of Women Business Owners
  • President Elect, Central Jersey Chapter 2008 - 2009
  • VP Marketing, Central Jersey Chapter 2007 - 2008
  • Newsletter Editor, Feature Articles, Central Jersey Chapter 2007-2008
American Association of Daily Money Managers
National Women Business Owners Corporation
  • Site visitor for certifying women-owned businesses 2000 - 2006
New Jersey Association of Women Business Owners
  • V.P. Finance-Monmouth Chapter 1999 to 2001
  • Youth Outreach Chair 1998 and 1999

CONTACT ME BY E-MAIL AT: jody@jrvcpa.com
OR CALL (732) 933-0033

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Copyright © 2000 - 2009, Jody Rorick, CPA
312 Shrewsbury Avenue, Suite 1, Red Bank, NJ 07701
Phone: 732-933-0033 • Fax: 732-933-1199
E-mail: jody@jrvcpa.com
URL: http://www.jrvcpa.com