Our Services

We will meet with you at our offices or at your home or office at a time convenient for you. For details on our standard services, click on the photos and links below:

Bookkeeping and Billpaying

Banking	Budgeting

Taxes	Medical Service

Assets Management	Estates

Guardians/Executors	Small Business

Packages

We offer flexible hourly rates depending upon your needs. In most cases, our services save you money. For example, when your bills, taxes and finances are organized and bills are paid on time, you avoid late penalties, interest charges to creditors, and lost benefits from unfiled insurance claims or missed premium payments. We also offer customized services to meet your particular needs.

Bill Payment

1. Receive and sort of bills

2. Pay each on due date

3. Reconcile bank statement monthly

4. Monthly report of all bank account activities.

 Bookkeeping

1. Organize paperwork and maintain client checkbook records

2. Pay bills each on due date

3. Bank account reconciliation

4. Organize expense records toward year end income tax preparation

5. Prepare a monthly income and expenses report.

Tax Preparation

Calculate estimated tax and schedule on- time payment

Medical Assistant

1. Matching of all documents by medical provider

2. Submit claims to insurance companies

3. Calculate client payment requirements

4. Prepare year end out of pocket expenses 

Guardians / Executors Assistant

For Executors,

We help you close down the deceased affairs and distribute residual assets. This includes bill payments, vendors notification and records keeping

For Guardians,

We assist in paying bills, records keeping, preparing forms, guardian ship reports and income tax preparation.