Preferred Package
Preferred is for those who need assistance to make sure payments are on-time and accounts are monitored.
Reconciling Accounts
Bill Payment
Organization of Tax Documents
Monitoring Accounts
Supply Monthly Financial Reports
Assistance with Banking Transactions
IDEAL CLIENT FOR THIS PACKAGE
- You want to relieve yourself of some of the accounting burdens.
- You are a busy professional who doesn't want to spend her free time paying bills and monitoring accounts.
- You need help knowing what the tax accountant needs to file your taxes.
- You need a bill paying system set up.
Testimonial
Knowing that Donna and her team are keeping a watchful eye over my mother’s finances has allowed me to let her maintain her financial freedom—and dignity—much longer than I could without them on the job. I am grateful every day for their help!
Tom B.
