Quicken

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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