Services

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.