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 Budgeting 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