Personal Business Management

The actual work we do for you depend on your customized needs:

  • Bill paying, including call to payees regarding incorrect bills.
  • Reconciling checking account, investment statements, and credit card statements.
  • Preparing and making bank deposits.
  • Organizing tax documents – preparing them for your tax preparer.
  • Preparing travel arrangements.
  • Maintaining Social Media presence.
  • Providing general organizational assistance.
  • Working closely with your legal, tax, and other professional advisors.
  • Preparation of payroll checks for home employees, including calculation of payroll taxes and preparation of payroll tax returns.
  • Establishing budgets and spending plans.
  • Preparing plans to reduce debt.
  • Creating paper and digital financial file systems using Quicken and training clients to use the software.

Notable Clients

  • Former Cash Money Records Hot Boy TURK
  • Platinum Producer KENOE