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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
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