Positive Financial Solutions
Your helping hand with small business and personal financial matters
Take the worries and stress out of your day-to-day money management, by having us come up with personalized solutions.
Are you worried, stressed, and overwhelmed when it comes to handling your daily financial recordkeeping such as bill paying and account reconciliation for yourself or a loved one? With our expertise, we can help by offering services based on your specific needs.
Here are some Personal Solutions that we offer:
Open and sort mail in order to review bills for accuracy and process them for payment. Create electronic records of disbursements and receipts. Resolve billing discrepancies and watch for potential fraud or identity theft.
Maintain organization of bank records including reconcile monthly bank and credit card statements, oversee the ongoing balances of your accounts.
Electronically file all financial documents such as paid invoices and statements, organize tax documents and related paperwork for your tax preparer, and document digital assets.
Some people may not have someone to appoint as their property or financial POA and hiring a lawyer or a bank trustee can be cost-prohibitive. When we serve as power of attorney, trustee, or executor for our clients we are legally bound to act in their best interest.
Schedule necessary service and maintenance, prepare and ensure payment, and maintain organization of records.
Available to notarize signatures.
Review all financial documents and monitor accounts for fraud.
Using the financial software QuickBooks Online, we will keep your financial records organized. QuickBooks Online will also enable you and/or your designated family member to view your up-to-date financial records. If you already use Quicken, we will convert your data over to QuickBooks Online.
Sign up for a One-on-One Consultation here!
Get in touch with us today for a free consultation on how we can work together.
Sign up for a One-on-One Consultation today!