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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.

Services include:

  • Online bill paying using accounting software
  • Tracking expenses, including those on one debit/credit card
  • Monthly reconciliation of accounts
  • Paperless cloud filing
  • Customized quarterly reporting in an easy-to-understand format
  • Gathering tax documents, including letters from charitable organizations, filling out tax
  • organizers and communicating at tax time with the client’s tax professional

COMPLETE PERSONAL FINANCIAL

PACKAGE

This package is designed for those individuals with families, and one additional home. It includes online bill paying using accounting software, tracking expenses, including those on one debit/credit card, monthly reconciliation of accounts, paperless cloud filing, negotiating with vendors and customized quarterly reporting in an easy to understand format. Annual client meetings are included in this package.

Gathering tax documents, including letters from charitable organizations, filling out tax organizers and communicating at tax time with the client’s CPA / tax professional.

Services include:
Everything in Basic Personal plus:

  • Negotiating with vendors
  • Annual meetings with our staff
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WHITE GLOVE PERSONAL

PACKAGE

This package is designed for those clients with multiple properties and a large volume of credit/debit card expenses to be tracked. It includes online bill paying using software, tracking

expenses, reconciling accounts, paperless cloud filing, negotiating with vendors, household payroll (liaison with the payroll service), and customized monthly reporting in an easy to understand format. We want to be sure the door is open for our clients; therefore quarterly meetings are included in this package.

Gathering tax documents including letters from charitable organizations, filling out tax organizers and communicating at tax time with the client’s CPA.

Services include:
Everything in the Basic and Complete Package plus:

  • Overseeing household payroll. including working with the client’s payroll service
  • Quarterly meetings with our staff

SMALL BUSINESS AND NON-PROFIT

BUSINESS PACKAGES

  • Services include:
  • Setup of QuickBooks Online or QuickBooks Desktop
  • Download from bank/credit card accounts
  • Categorize everything accounting to the chart of accounts
  • Online Bill paying
  • Monthly reconciliation of accounts
  • Monthly P&L, Register reports and Balance Sheets, Cash Flow, A/P, A/R
  • Payroll tracking
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