Document Management
- Organize and maintain your physical paperwork & files based on your needs (including all tax related documentation)
- Make electronic copies of any/all files and store on your computer, external hard drive, CD, or disks
- Scan and electronically save business cards in a searchable file for quick retrieval
- Continually advise on and purge unnecessary and redundant paperwork with secure shredding or electronic deletion
- Assist in completing and maintaining financial institution and insurance checklists with account and contact information
- Document personal asset information for insurance purposes
- Review and assist in completing financial and non-financial paperwork (bank/brokerage forms, loan documents, insurance policies)
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Personal Financial Analysis
- Cash Flow Statement (Inflows vs. Outflows)
- Net Worth Statement (Assets vs. Liabilities)
- Credit Card/Debt Reduction Assistance
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Tax Planning & Preparation
- Holistic view of your financial life and goals allows for more comprehensive year-round tax planning
- Always available for tax questions/research at no additional cost
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Bill Pay
- Prepare Bills And Checks For Signature
- Itemize Check/Credit Card Activity
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