Services

The list below illustrates some example services that I offer. As each client has a unique story and varying needs, we will tailor these examples and/or identify other procedures to develop the scope of work that best fits the individual.

Organizing, managing, and tracking financial records

• • • • • • • Converting hard-to-read, handwritten checkbook registers to a spreadsheet or other electronic format
            • Importing financial records into an electronic database that allows better tracking
            • Analyzing financial records to identify discrepancies or unusual transactions
            • Reading financial documents and explaining them in a way that is easily understood

Reconciling bank accounts and assisting with other banking transactions

• • • • • • • Balancing bank accounts on a monthly basis
            • Facilitating the payment of bills or deposits of money received
            • Assisting with initial setup of online banking or online bill payments
            • Reviewing credit card and bank accounts to identify any unusual transactions

Establishing and monitoring compliance with budgets

• • • • • • • Analyzing past spending to assist in budgeting
            • Monitoring spending against an established budget
            • Making recommendations about possible improvements to spending patterns

Compiling summaries of personal assets, liabilities, and expected cash flows

• • • • • • • Creating lists of items owned and debts owed
            • Preparing summaries of inflows and outflows of cash
            • Compiling financial information from various sources into one place for easier organization

Organizing tax documents and/or working with tax advisors

• • • • • • • Summarizing receipts and other financial records to assist in the tax return preparation process
            • Working with your tax preparer or other advisors to provide information or resolve questions

Managing, sorting, and filing mail or other documents

• • • • • • • Reviewing mail to assist in determining what is important and/or needs action
            • Establishing a filing system to keep paperwork in order
            • Purging unnecessary mail or documents in a way that limits exposure to identity theft