Our Services

Business Services

We become your virtual secretary.
Leave the hassle of number crunching to us. Our service allows you to operate your business while we record the daily transactions.
Hate paying late fees? Let us stay on top of all your bills and get them paid on time.
Don’t have time to send those invoices out? Let us handle this for you so you are actually paid in a timely manner.
We are not a CPA and cannot file taxes for you, but we can help you prep, gather, and organize those documents. We can work directly with your accountant to get your taxes filed.
We run detailed reports and meet with you regularly to update you on all the financial ins-and-outs of your business.

Let us create financial goals fit for your lifestyle.
When was the last time you balanced your check book? Let us reconcile those accounts for you!
Just need to get organized? We live in the weeds of details and can help you organize your life.
Don’t pay late fees each month just because you forget a bill. We will take care of that for you.
Have a loved one in a nursing home or who isn’t able to stay on top of important details? We can help them!
We can help get you organized for your CPA, keep you on track with your quarterly estimates and required tax payments.

We can manage anything from your calendar, emails, meeting preparation, returning calls, and more.
Project coordination, HR-related tasks, research, report generation, data analysis, project management assistance.
Bookkeeping, financial reports, billing disputes, send invoice, etc.
Gift purchases, send personal cards, set appointments, vacation planning, and more.