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Assistance with organization of personal records
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Bill paying and quarterly tax estimates
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Reconciliation of checking and other cash accounts
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Assistance with compiling information for tax preparation
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Work collaboratively with professional tax preparers
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Coordinate payroll of at home personal care workers
Business Services
- Accounting system set-up and support for new and existing businesses
- Assistance with organization of business records
- Maintain accounting records on a periodic basis – Weekly/Monthly/Quarterly/Annually
- Cash Management Services – Account Reconciliations - Bill Paying - Invoice Billing - Preparation of Accounts Receivable
- General Ledger and Financial Statement Preparation
- Assistance with year-end closing of accounting records
- Work collaboratively with professional tax preparers and accountants
- Internal Control review and evaluation
- Accounting Policy and Procedures design
- Payroll Services
Legal and Fiduciary
Services
- Estate and business succession planning
- Review of existing plans for update requirements
- Serve as Trustee, Conservator, Personal Representative and Agent under Power of Attorney
- Bill Paying - Preparation of Financial Statements
- Assistance with year-end closing of records
- Work collaboratively with professional tax preparers and accountants
- Annual Accountings and notices prepared and given
- Real Estate and Corporate transactions
Non Profit Services
- Board Education
- Audit
- Charitable & Planned Giving Advice
- Investment Policies
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