Checks & Balances Services
Daily Money Management and Bookkeeping
- Bill Pay
- Balancing Checkbooks
- Monitoring Accounts
- Mail Sorting
- Bookkeeping (QBD & QBO)
- Budget Preparation
- Cash Flow Management
- Financial Organization
- Fiduciary Services – (Financial POA and Conservatorships, including preparing annual reports)
- Tax Organization/Preparation
We work with
- Seniors
- Busy Professionals
- Small Businesses
- Solopreneurs
- Anyone Experiencing a Life Transition
