Daily Money Management Services

Our mission is to provide customized services to ensure that financial transactions and recordkeeping are managed accurately and efficiently. Our services include:

• Setting up accounts in Quicken or QuickBooks software
• Bill paying, including calls to payees regarding incorrect bills
• Preparing checks for your signature
• Recording transactions in accounting software
• Performing bank reconciliations
• Organizing financial records
• Producing expense and other financial reports
• Gathering information for your tax preparer

Services can range from selective help with one project to support on an ongoing basis.