Services

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How can we help?

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Our Services

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Uniquely designed and tailored plans to meet current and changing needs, with accurate and timely reporting for both you and your CPA.

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Hand in hand with bookkeeping, we provide management services that help keep your business running smoothly, and frees up your time to focus on current and growing needs.

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We offer document management services including paperless, which allow you to dig out from under those piles of papers that clutter your desk and your life.

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We come to you – and provide full service bookkeeping on site at your office. We can even bring the technology.

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We can maintain your books and store your records securely at our office, an efficient option especially for those on the go.

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A popular option for our clients who live around the country and around the world – we embrace technology. Our high standard of service is maintained across the miles.

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We cater to active individuals and families on the go that want a trusted partner that can provide bill pay services, management for special projects, oversight, and be the liaison to their CPA and other professionals.

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For seniors, we offer personal management services, including banking, bill pay and sometimes just a visit over coffee and cake, that bolster confidence and independence. We help them identify and organize the records they need to keep and arrange to shred what they don’t.

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