PERSONAL BOOKKEEPING AND DAILY MONEY MANAGEMENT SERVICES
Perfect Fit For You - Our packages are designed for those having difficulty managing their personal monetary affairs (busy individuals, elderly, disabled).
Bill Paying - Payment of routine bills on a regular basis.
Reconciliation - Reconciliation of bank accounts and investment statements.
Organization - Organize and track all financial, legal, medical and insurance paperwork.
Communication - Communication with accountants, attorneys, etc. at client request
Recommendations - Recommend professionals regarding services needed by client.
Preparation - Preparation of monthly income and expense report.
Budgeting - We offer complete financial budgeting.
Notary - We can notarize documents