SERVICES

Our services are customized to meet your specific needs.  For seniors and
individuals, we come to your home and complete the tasks on site or pick up
the necessary information, process, and deliver results back to you.  For our business
clients, we work in your office or ours to support you and your company.

 Seniors, Busy Professionals, Hectic Households, Individuals
 

• Balancing checkbooks and organizing bank records
• Managing  & reconciling credit card statements
• Bill paying, including calls to payees regarding billing
  discrepancies and  preparation of checks for client signature
• Preparing & delivering bank deposits
• Organization of documents for tax preparation
• Organization of insurance and other important documents
• Consulting & referral services

BUSINESS ASSISTANCE – Small Business, At Home Offices, Franchises, Start-ups…

In addition to the services for individuals, we also provide businesses with the following:

• Set-up and maintenance of computerized accounting system
  (QuickBooks specialists)
• Invoicing & billing
• Payroll
• Set-up and maintenance of budgets
• Categorization of business expenses
• P&L statements
• Organize information for tax preparation
• Consulting (Bring your business to the next level!)

Click here to give us some preliminary information about you or your company
and what services you may be interested in.  We will use the information in
confidence to outline a customized service that will meet your needs. 
If it is more convenient, just give us call any time at (847) 231-3683.