Business:
- QuickBooks - Accounting & Bookkeeping
- Pay Monthly Bills
- Banking Clean-Up
- Monthly AR/AP Processing
- Account Reconciliation - Checking/Credit Cards
- Set Up Business Systems & Processes
- Prep Documents for your Tax Advisor
Home:
- Pay Monthly Bills
- Reconciling Checking Accounts
- Reconciling Credit Card Accounts
- Budgeting
- Assess Medical Bills
- Organize Tax Documents
- File Organization
- Home Organization
- Photo Organization
Fees:
Service Fees will start at $40 per hour, but may vary depending on your needs and time involved in each individual case.
As we build your plan and decide on the services needed, we can then change to a monthly rate.
Daily Money Manager
Daily Money Manager
Daily Money Manager
Daily money managers offer services to ensure the day-to-day finances are taken care of, leaving you with a sense of relief! Life is busy at times no matter who you are. Whether you are a retired senior, single parent, busy executive, or a small business, we can all use assistance at times. Keeping a close watch on your daily income a
Daily money managers offer services to ensure the day-to-day finances are taken care of, leaving you with a sense of relief! Life is busy at times no matter who you are. Whether you are a retired senior, single parent, busy executive, or a small business, we can all use assistance at times. Keeping a close watch on your daily income and expenses is extremely important and key to a secure future. As personal financial matters become more complicated, finding the time to focus on those tasks may become overwhelming. I can take the stress away, so you can enjoy what really matters.
Organizer
Daily Money Manager
Daily Money Manager
It can take many attempts to get the system and processes in place that work for you. What I have learned over the years is that nothing is set in stone...if you don't like how something is working, change it up.
Organizing has always been exciting to me! Give me the messiest office, toy room or kitchen and I will be a happy camper. If
It can take many attempts to get the system and processes in place that work for you. What I have learned over the years is that nothing is set in stone...if you don't like how something is working, change it up.
Organizing has always been exciting to me! Give me the messiest office, toy room or kitchen and I will be a happy camper. If you need assistance in getting your space in order, let's dive in. Many times all it takes is having another person by your side...your Accountability Partner.