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Your Finances, Handled with Care

Bookkeeping

Money Management

Notary Public

Full Service Bookkeeping 

Providing comprehensive bookkeeping services designed to save you time, reduce stress, and give you a clear picture of your business’s financial health. 

Our Services Include:

  • Accurate recording and categorization of all income and expenses
  • Bank and credit card reconciliations to ensure error-free records
  • Accounts pay

Full Service Bookkeeping 

Providing comprehensive bookkeeping services designed to save you time, reduce stress, and give you a clear picture of your business’s financial health. 

Our Services Include:

  • Accurate recording and categorization of all income and expenses
  • Bank and credit card reconciliations to ensure error-free records
  • Accounts payable management (vendor bills and payments)
  • Accounts receivable management (invoicing, payment tracking, and collections support)
  • Payroll processing, including tax filings and year-end forms
  • Monthly, quarterly, and annual financial reporting (Profit & Loss, Balance Sheet, Cash Flow)
  • Annual preparation and filing of vendor 1099's
  • Year end preparation for your CPA



Notary Public

Money Management

Notary Public

 Mobile Notary Services

A convenient and private way to have your important documents notarized at the time and place that works best for you.

Rates:

  • $10  per notarial act
  • $45  per hour (½ hour minimum)
  • Travel fee: $0.70 per mile (round trip)

 *I am not an attorney licensed to practice law. I cannot offer legal advice or draft legal documents.* 


Money Management

Money Management

Money Management

 Daily Money Manager 

Daily Money Management services help clients stay organized and confident in their personal finances. This includes handling everyday money matters such as paying bills, creating and maintaining budgets, reconciling accounts, and organizing financial records. These services are especially valuable for older adults, pe

 Daily Money Manager 

Daily Money Management services help clients stay organized and confident in their personal finances. This includes handling everyday money matters such as paying bills, creating and maintaining budgets, reconciling accounts, and organizing financial records. These services are especially valuable for older adults, people with disabilities, busy professionals, and small business owners who want the peace of mind that comes from having their daily financial tasks managed with accuracy, reliability, and confidentiality. 


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