Daily Money Management
Personal Bookkeeping & Daily Money Management
We can tailor our services to as much or as little help as you need:
- Bill paying and budgeting
- Checkbook balancing
- Organize and maintain accurate tax records, bank records and other important paperwork
- Specializing in Quickbooks and Peachtree software
- Verify processing of medical claims and payments.
- Coordinate with tax preparer the necessary documents and information regarding bank and brokerage statements.
- Recognizing pertinent issues that need to be addressed by your other professionals such as CPA, tax preparer, or investment advisor.
- Making sense of confusing stock and bond and insurance documents and mailings
- Assistance with refinancing and/or mortgage paperwork
- One-time clean up projects
