Personal Bookkeeping Services

Affordable and personal service designed to keep individual or household finances in order

See where your money is really going.

Our personal bookkeeping service is designed to have someone on your side looking out for your financial interest.

Let us be your personal bookkeeper, by helping you manage your daily finances with complete confidentiality.

Level I

Monthly one hour face to face visit.

Complete confidentially.

Balancing your checkbook.

Monthly balancing of your bank accounts, credit card accounts and investment accounts.

Easy to read monthly reports tracking your expenses.

Be ready at tax time with an annual summary report including information such as, medical expenses paid throughout the year.

Level II

Monthly one hour face to face visit.

Complete confidentially.

Balancing your checkbook.

Monthly balancing of your bank accounts, credit card accounts and investment accounts.

Easy to read monthly reports tracking your expenses.

Be ready at tax time with an annual summary report including information such as, medical expenses paid throughout the year.

Budget preparation.

Set up and maintain filing system to organize your financial documents.

Level III

TWO monthly one hour face to face visits.

Complete confidentially.

Balancing your checkbook.

Monthly balancing of your bank accounts, credit card accounts and investment accounts.

Easy to read monthly reports tracking your expenses.

Be ready at tax time with an annual summary report including information such as, medical expenses paid throughout the year.

Budget preparation.

Set up and maintain filing system to organize your financial documents.

Assistance with bill paying.