INDIVIDUALIZED ASSISTANCE
THE SUPPORT YOU NEED FOR THE FREEDOM YOU DESIRE.
Assisting busy executives, high net worth individuals, seniors, families, and anyone else whose desire is to get a better handle on their day-to-day time and money management by providing quality services that meet the specific needs of each individual client.
SMALL BUSINESS CONSULTING &
BOOKKEEPING
Helping owners organize, modernize and bring a world-class approach to their small business accounting and finances.  Services specific to what YOU need. From bill paying to account reconciliation; processing payroll or paying your sales tax, I can help.  Need to register with the state, get an FEIN, or want guidance securing a website, not a problem.
PRIVATE CLIENT ACCOUNTING
If you need a personal Chief Financial Officer, my services are available and can simply your life! My goal is to help alleviate your financial uncertainty and stress. I will listen and identify the unique needs of your situation to properly assist with important personal money affairs. I will provide daily visibility and understanding so that you can understand what tomorrow will look like…today.
FINANCIAL
ORGANIZATION
With my help, you'll no longer dread tax season. All of your records will be ready to hand over to your CPA for processing. Or, if you'd like assistance compiling all of your personal and financial documents in one place, whether it be a binder, digital folder, or accessible online, I'm here for you.
SUPPORT IS TAILORED TO MEET YOUR INDIVIDUAL NEEDS AND COULD INCLUDE:
DAILY MONEY MANAGEMENT
• Assistance with day-to-day banking
• Maintain receipts & disbursement history
• Track due dates, remit payments, and ensure bills are paid timely
• Account review for irregular activity and fraud
• Reconcile bank accounts, investment accounts, and credit card statements
• Creditor and vendor discrepancy resolution
• Budgeting
• Optional computerization of financial activity using QuickBooks or Quicken
• Financial reports for your CPA, attorney, or family members, only when authorized
• Tracking of charitable contributions
• Assistance with insurance claims
• Management of outsourced payroll solution
• Produce and file 1099s and 1096s, as required
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ORGANIZATIONAL ASSISTANCE
Review, sort and respond to mail
Assist with necessary correspondence
Organize paperwork and set up filing system; optional digital or online recordkeeping
Prepare records for accountant at year end
Establish and maintain single directory of important medical, legal, and other general information
Organization of financial, investment, and tax documents
Serve as a liaison with CPAs, attorneys, and investment professionals
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*Also offering convenient Notary Services
DAILY
MONEY
MANAGER
A trustworthy advocate who can make sure all your expenses are accounted for and that your bills are paid on time, thereby avoiding late fees, penalties, and loss of service or coverage due to missed payments. This helpful monitoring can also protect you from inappropriate purchases and repairs, overzealous solicitors for charitable causes, and many forms of scams, fraud, and identity theft.
