We offer a variety of services to help track and manage your finances.
Available Services Include :
Bill Payment – We will manage payment of your bills. This can be done online, or we can manually write the checks each month.
Statement Reconciliation – We will reconcile all of your bank and credit card statements.
Mail Collection – We offer a mail collection service. We will go through your mail and sort it , separating and organizing the important items.
Notary Services – Notarize legal and medical documents.
File Organization – We will sort and organize your files.
Budgets – We will create a budget for you. This will be reviewed and analyzed on a monthly basis to verify that you are on track.
Expenses – As with budgeting, we will also follow your monthly expenses and save those expenses into a spreadsheet or financial software.
Taxes – We can organize your receipts and expenses to prepare the tax documents needed by an accountant , and will also work with your accountant if needed.
Banking – We will make bank deposits for you, as well as provide bank statement reconciliation on a monthly basis.
Generate Reports – Provide monthly and annual reports, monthly bank reconciliations and monthly credit card reconciliations.
Other Services – We can assist you with a variety of other projects and also offer organization of other documents for various situations. Just tell us what you need!