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In addition to providing bookkeeping services to small businesses, we provide personal bookkeeping services for busy individuals, corporate executives, family offices, and the elderly. Paying the bills is just part of our unique personal bookkeeping service. We also record checks and debit transactions made directly by clients, and keep track of credit card transactions.
Our typical client is a busy family with multiple residences, heavy work and travel schedules, and a substantial income to support this lifestyle. We coordinate closely with their other financial advisors to keep the personal finances under control. We are the back office for busy families and high net worth individuals.
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