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.