Providing more than just bookkeeping

Above & Beyond was formed to assist busy
individuals, families, seniors and small businesses
get a handle on their day-to-day monetary affairs.

We take a holistic approach to your life or business and assist you in dealing with the small details that can get lost in the shuffle of our busy lives.

We work closely with your accountant, attorney, financial advisor or other family members to ensure clarity, efficiency and security in dealing with all your financial needs.

Financial organizing is our specialty.

How We Can Help

  • Bookkeeping (QuickBooks or Quicken)
  • Financial statements
  • Paying bills on time
  • Bank deposits
  • Reconciling bank statements and credit cards
  • Sorting mail
  • Organizing your files – both paper & digital
  • Preparing tax documents
  • Notarizing documents
  • Estate organizing
  • Record keeping (medical history, tax returns, converting paper to digital files)

Our goal is to simplify and help you gain control over your financial affairs so you can have peace of mind and more time to focus on enjoying life.

We strive to go above and beyond for all our clients.

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