When it comes to your personal or business finances, we are everything you need for every area of your finances, every day. From setting up your books properly to doing your bookkeeping, to organizing digital copies of important documents online, we can organize any area of your finances or all of them - the choice is yours.
Knowledge is the key to wise decision making - whether it's knowing exactly where your cash is going so you can eliminate unnecessary expenses or getting your financial documents organized so your children know what you have, where to find it, and how to access it when you're gone. We manage your finances to give you a crystal-clear view of your financial affairs.
Knowledge is the key to wise decision making - whether it's knowing exactly where your cash is going so you can eliminate unnecessary expenses or getting your financial documents organized so your children know what you have, where to find it, and how to access it when you're gone. We manage your finances to give you a crystal-clear view of your financial affairs.
Services
We offer numerous services that clients can bundle together or select la carte for a completely customizable and secure service that has helped people improve their financial peace of mind for over 20 years. We believe that the professionalism that helps you earn your money should also be invested in managing and organizing your money.
These are all questions that many people find difficult to answer once their loved one passes. Not only is the aftermath of a loss a difficult time, but scatted, undocumented, or haphazardly organized financial assets can make it a frustrating one as well. Often, money goes unclaimed for decades or until the state claims it instead.
Keeping track of your finances is not a simple matter. For many of our clients, whose assets are split between multiple accounts, trusts, and investments, having someone skilled in setting up and maintaining a composite set of books is essential. Bookkeeping Helpers specializes in creating custom bookkeeping solutions for individuals and small businesses.
We help you make payments on-time and securely from any number of accounts. You simply provide us with the name of the recipient, the amount to pay, and the date, and we pay on your behalf via check, credit card, or ACH. For small businesses, we also take the burden out of payroll by keeping track of pay grades, payment schedules, invoices, taxes due, etc.
One of the keys to managing your wealth is knowing where the money is going and what kinds of returns you're receiving on individual investments. That's why we provide custom monthly reporting that lets you pinpoint where you're spending your money and how you're receiving it. Includes a statement of your net worth and breaks down your assets (cash, cars, house) and liabiilies (debts owed on mortgage, credit cards, etc.).
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