We offer a wide selection of services to exactly fit your needs.

Personal Services Offered

Bill paying, including verifying charges on credit card statements and health insurance bills
Balancing checkbooks
Tracking expenses
Bank deposits
Organizing tax documents
General organization
Generating Personal Financial Reports, such as net worth statements and cash flow reports
Acting as a liaison with other professionals, such as lawyers, financial advisors, accountants, social workers, and health care workers

Small Business Services offered:

Setting up your Quickbooks accounting system
Recording financial transactions using Quickbooks
Reconciling bank accounts
Preparing reports, such as financial statements and cash flow statements
Assisting with loan request packages
Organizing tax documents
Acting as a liaison with your existing financial professionals