Jill Epstein

“I enjoy developing new relationships with clients through my strong interpersonal skills, while at the same time creating order out of chaos through my organizational skills.”

Client Advocate Jill Epstein joined the team in October 2013, inspired, she says, by how smoothly the company worked with her mother—especially the way they organized her accounting system. Jill saw the move to Client Advocate as a natural fit with her organizational skills and work ethic, as well as the enthusiasm that lights up every project she is involved in. She also brings years of experience in finance and bookkeeping, an attitude of deep respect and trust building toward clients, and a sense of fun to her Advocate position at My Personal Bookkeeper. “I believe in bringing a personal and friendly touch to all my relationships,” she says.

Her background includes:

Education:
BA from Washington University in St. Louis and an MBA from University of Chicago Booth School of Business

Work:
Accounting professional and membership coordinator at Chicago Sinai Congregation
Client Advocate at My Personal Bookkeeper since 2013

Volunteer Activities:
Temple committees and activities
Active with the condo board

Passions:
Family and friends, walking, swimming, and watching her daughter play competitive tennis

How she makes a difference: “By organizing the everyday financial and household details for my clients. At the same time, I make certain that my clients always feel in control.”