Since we have been providing exceptional Bookkeeping services for small businesses, we have come across several incidents where business owners and executives have requested our services on an individual basis.  The demand began to grow over time, so we reacted to our client’s by establishing a department that focuses on Personal Bookkeeping for the Individual.  There are many facets to this program, and since every individual is different, we mention this service to all of our clients in order to get a feel for their needs.  Some clients have a very hard time handling their finances at home because they spend all of their time on the business.  This is an example of an ideal candidate who could capitalize on our professional Bookkeeper's experience. They dedicate their time to making sure your personal finances are in order.  The typical services that will be provided are listed below:

• Household Expenses (Paying bills and Track expenses)
• Compiling Data (Researching and Vaulting your important documentation such as):
• Tax Returns
• Birth Certificates
• Social Security Cards
• Insurance Documents
• Credit Card Information
• Bank Account Information
• Wills
• Diplomas
• Certifications
• Licenses
• Rental Agreements
• Titles
• Deeds
• Vehicle Registration and VIN ID #’s
• Maintaining your bank statements (Providing Monthly Reconciliations)
• Profit & Loss Statements (An Income Statement to illustrate your monthly activity)
• Cash Flow Statements (This illustrates the in and out movement of you cash)
• Other services are provided on an as needed basis

Speak with Your Personal Bookkeeper for additional information about this program.