Quicken
Tired of being overwhelmed and paying the price of inadequate financial tracking? With over 15 years of experience we can help with set-up, budgeting, tutoring and bookkeeping. Outsourcing will help you make better use of your time and save you money! Services available weekly, monthly or yearly whether for MAC of PC.
Bills
Pay bills Budget Set-up Monthly spend report Quarterly spend report Yearly spend report |
Cash Management
Download transactions Bank accounts Credit Card accounts Reconcile accounts General Accounting COA set-up (Chart of Accounts) Tutoring |
Investments
Download trades Reconcile Capital Gains report |