PEACE OF MIND IS
C R U C I A L
DO YOU NEED AÂ HOUSEHOLD CFO?
As a busy professional, you may need someone to manage your household finances: balance checkbooks and credit card accounts, pay bills on time, manage and respond to mail, and organize financial matters for your household.
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If you work extremely long hours or travel frequently for your job, when you finally sit down to relax, do you really want to tackle that pile of mail that has been accumulating?
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Not a substitute for your CPA, but we'll keep your records up-to-date and ready to hand off to your CPA when it's that time.
ORGANIZATION & HELP WITH YOUR FINANCES
Are you finding it difficult to keep up with the day-to-day management of your financial affairs or would you just rather spend your time doing more enjoyable things?
We can help create order out of chaos and bring calm in the midst of transition. We review bills for accuracy as well as interpret personal business correspondence and can even assist with appropriate responses.
YOUR TIME IS VALUABLE AND IMPORTANT!!
Family, Work, Household. You're busy and we get it. It can sometimes be hard to focus on the day-to-day tasks that can quickly become time consuming and tedious. Financial responsibilities, such as paying bills on time, managing receipts, or staying on top of your financial health may not be one of your top priorities. This is where we step in.
Life Changes and we can help. There is no need to try to navigate this on your own. Death, Divorce, Separation, Accident, life can change in an instant. We can help so that you can focus on what is important. Although it may seem impossible and overwhelming, we'd like to help so that you can focus on what is important to you.
MANAGING YOUR PARENT'S AFFAIRS
So many adult children are now responsible for managing an aging parent’s affairs. If this is you, is it challenging for you to take on this added responsibility while still managing your own affairs? Do you find yourself a bit overwhelmed trying to balance both? We understand and are here to help handle with care.
