How much time do you have to devote to money matters? For most of us, it is not enough. We are busy people. With kids to raise, careers to pursue, homes to maintain, and families and friends to nurture, we don't have much free time. You may desire assistance with household finances and personal recordkeeping which are tedious but necessary functions of life. Let us take over this burden for you.
We can help with your personal finances as efficiently and confidentially as we handle your business finances.
- Review and pay household bills.
- Make sure money is received, receipted, and deposited.
- Pay household employees and handle reporting requirepments.
- Balance checking accounts and credit cards.
- Prepare household expense reports.
- Manage cash flow to maintain agreed levels of cash reserves as requested.
- Handle mail and document retention.
- Organize tax information.
- Handle day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
- Organize and review personal, financial, and legal documents to determine if current.
- Prepare and inventory of personal assets and investments.
- Monitor investment portfolios and other assets in conjunction with investment advisors.
- Prepare, plan and file income, trust, gift and estate tax returns as needed.
- Provide referrals to local services and agencies.
