Accounting & Bookkeeping Services/Individual Services

Individual Bookkeeping Services

  • Compile monthly transactions into accounting software
  • Customized Chart of Accounts and initial QuickBooks setup
  • Budget set-up and tracking
  • Track bills, verify authorization, and schedule for payment
  • Track payroll and other income for individual tax planning
  • Reconcile cash accounts and update cash position
  • Reconcile credit card, loan, and other liability accounts
  • Provide customized financials including a personal balance sheet and/or profit and loss statement
  • Ongoing bookkeeping support for you
  • Additional services provided upon request

Individual Personal/Administrative Services

  • Local PO box mail retrieval
  • Sort and open mail
  • Scan and distribute mail
  • Filing and organization assistance
  • Assistance with submittal and tracking of medical claims
  • Coordinate copying/collating projects
  • Provide digital copy of monthly records
  • Special projects — custom reports, analysis, or assistance with large projects
  • Notary services
  • Ongoing personal/administrative support
  • Additional services provided upon request