Personal Bookkeeping

Is your money managing you rather than the other way around? Do you not have the time or just dread paying your bills and balancing your checkbook each month? Or maybe you want to get serious about saving, setting aside some funds for retirement or paying off debt. Good news! I can help.

Core Services

• Organizing financial records and determining what needs to be paid each month
• Scanning and saving statements and bills so that you can find them when you need them
• Reconciling bank accounts, credit cards
• Tracking spending by category so that  summary detail reports are easy to run at tax time to maximize your tax deductions
• Compiling information that may be needed for your tax returns

Add-on Services

• Bill Payment services
• Budgeting
• Investment tracking (rental properties, etc)
• Personal bookkeeper meetings

I have professional liability insurance and I am bonded so you can be confident that your hard-earned money is protected.