Personal Finance Management
If you are busy with your job and your life but want to ensure that your bills are taken care of; if you own a business and your business and personal finances are connected; if you are a seniors or a disabled individual who wishes to maintain independence but has difficulty managing your personal bills and finances; if you are a frequent travelers; if you want to methodically rebuild your credit or if you simply want greater control over your personal finances - our personal financial management services are for you!
Our Personal Finance Management Package includes:
- Management, organization and electronic storage of all your incoming mail;
- Verification and payment of your bills;
- Balancing your checkbook;
- Organization of personal papers;
- Processing of home payroll (for maids, nannies, etc.);
- Reconciliation and management of your credit card accounts;
- Reconciliation of IRAs, 401Ks, and other investment accounts;
- Preparation of monthly personal financial statements;
- Preparation of year-end financial package for your tax preparer.
Contact us for a free consultation. We will discuss your needs and give you a custom-tailored proposal.