• Bill Payment and Vendor Relations
• Daily Money Management
• Bookkeeping
• Document Scanning and Records Retention
• Household Payroll
• Personal, Trust, and Partnership Accounting
• Periodic Financial Reporting – Net Worth/Balance Sheet, Net Income, Cash Flow, etc.
• Various Software Packages – QuickBooks, Quicken, Online Data Aggregators and Others
• Large Asset Purchase, Sale and Management
• Loan Procurement
• Special Project Research and Consulting
• Financial Planning
• Advocate Services for tax, legal and other projects
• Data Gathering
• Work Product Review
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