Financial Services
Experience for yourself the peace of mind that comes from knowing that your finances are being handled by a professional.
Services include
- Bill paying
- Electronic payment setup
- Online bill pay setup and instruction
- Budget preparation and review
- Personal financial inventory
- Balance sheets; financial statements
- Invoicing and accounts payable
- Business spreadsheets and reporting
- Income tax organization
- Estate settlement
- Health insurance filing and claim reconciliation
Contact Roberta for additional services not listed above or to schedule a free consultation to discuss your particular needs. Referrals are available for special situations.