Every Client has Specific Needs
but These are Services We Offer and
Customize for Each of Our Clients

  • BOOKKEEPING – Set up and maintain your financial data in QuickBooks, Quicken or Excel spreadsheets.
  • SORTING MAIL – Sort through mail and identify bills and other important correspondence.
  • PAYING BILLS – On-time bill paying. Cutting checks for signature.
  • BANK DEPOSITS – Prepare and make bank deposits.
  • RECONCILE ACCOUNTS – Reconcile bank statements and credit cards. Monitor accounts for scams and fraud.
  • FINANCIAL STATEMENTS – Provide financial statements to track monthly income and expenses. Cash flow projections. Budget monitoring.
  • FILE ORGANIZATION – Customize and maintain filing systems. Organize papers.  Shred unnecessary documents.
  • PREPARE TAX DOCUMENTS – Organize documents for tax preparation. Liaison with CPA on tax issues and questions.  Payment of taxes due and estimated taxes.
  • NOTARY PUBLIC – Notarize important documents.
  • ESTATE ORGANIZATION – Manage information and documents needed for settling an estate.
  • RECORD KEEPING – Assist with maintenance of medical records including medical history and medication lists. Organize tax returns and supporting documents.  Scan paper files and convert to digital files.
  • SPECIAL PROJECTS – Research.  Generate spreadsheets.  Corporate minutes.  Draft and mail correspondence.  And any other special projects that need attention.

Contact us for a free initial consultation – 281-787-4314 –
to see how we can help.

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