CUSTOMIZED FOR YOUR NEEDS
Our accounting firm can provide you with a personalized plan to help organize, manage and protect your personal information and financial assets. Our services are designed to simplify your life and give you peace of mind, knowing that your financial affairs are in good order.
ORGANIZE
Create a detailed inventory of your personal information and critical documents
Organize and review all aspects of your life, including financial, insurance and legal
Provide a comprehensive source for your most important data and documents
MANAGE
Assist with the day-to-day tasks of managing your financial affairs
Summarize monthly income and expenses, and organize tax information for year-end filing
Provide reconciliation and management of
insurance EOBs and medical bills
PROTECT
Establish a system of financial oversight and support
Work with your trusted professionals to coordinate your financial care
Put financial safeguards in place to help protect your assets
SERVICE
"To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity."
- Douglas Adams
ADDITIONAL SERVICES
We can also assist in stressful times, such as after the death of a loved one. Our firm will work closely with the family and executor to help review and organize financial documents for the estate. We can also connect you with other trusted professionals to assist during this difficult time.
CONFIDENTIALITY
The security of your personal information is our utmost concern. We will never release confidential information without your written consent or valid subpoena.