How may I assist you?

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​Daily Money Management

• Bill paying
• Reconciling financial statements
• Cash flow planning & management
• Monthly financial reporting
• Organizing information for tax filing

​Everyda​​y Projects

• Reviewing & summarizing your mail
• Filing personal paperwork
• Coordinating financial projects

Financial Technical Support

• Online banking & bill pay setup
  
• Quicken & QuickBooks setup & tutoring 
  
• Technical troubleshooting
  
• 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.