How may I assist you?
Daily Money Management
Reconciling financial statements
Cash flow planning & management
Monthly financial reporting
Gathering & organizing documents for taxes
Sorting and reviewing your mail
Filing personal paperwork
Coordinating financial projects
Scheduling your personal appointments
Handling your affairs while you travel
Financial Technical Support
Online banking & bill pay setup
Quicken & QuickBooks setup & tutoring
Remote online software support
Need help with something not listed here? Just ask! If I can't do it, I'll refer you to a qualified, trusted colleague who can better assist you.