BASIC PERSONAL FINANCIAL PACKAGE

What we offer for you

BASIC PERSONAL FINANCIAL PACKAGE

This package is designed for those busy individuals, young couples and seniors with a simple financial picture who want to get a better handle on their finances. It includes online bill paying using the software in one checking account, tracking expenses, one debit/credit card, reconciling accounts, paperless cloud filing, and customized quarterly reporting in an easy to understand format.

Gathering tax documents, filling out tax organizers and communicating at tax time with the client’s CPA.