Services for individuals & small businesses
Review all services offered below
Financial Services
Individuals
• Paying bills
• Reviewing accounts for irregular activity and fraud
• Reconciling bank accounts, investment accounts, and credit card statements
• Reviewing medical bills and reconciling insurance claims and reimbursements
• Negotiating with creditors and handling billing disputes
• Budgeting
• Organizing financial, investment, and tax documents
• Serving as a liaison with CPAs, attorneys, and investment professionals
Small Businesses
• Performing all bookkeeping tasks
• Making daily deposits
• Reconciling bank and other key accounts
• Processing payroll, paying taxes, and/or coordinating with 3rd party payroll services
• Invoicing customers and paying bills
• Preparing reports and organizing documents for tax purposes
• Preparing 1099s