Individual Accounting Needs
Just as a business needs reliable and accurate financial information in order to make informed decisions, individuals need this information as well. We can:
- Reconcile bank accounts
- Reconcile credit cards
- Prepare personal financial statements
- Get you up and running on Quicken or Microsoft Money
- Do your monthly household accounting
- Review and interpret monthly investment account statements
- Develop a personal budget
- Develop a list of assets and debts for estate planning purposes
- Review beneficiary designations
- Assist you with retirement planning