Business Services
Our Business Services are intended to save business owners time and money while providing up to date and accurate information necessary to run a business and make informed decisions. We offer a range of services from detailed weekly bookkeeping services to monthly reviews and reports to year end catch up and collaboration with accountants. We have several service packages available to fit the needs of your business.
We are proud to be able to offer several secure cloud based services so that we can update and share information more quickly.
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We offer QuickBooks® Online so that we can keep the books in real time and you can get information on the go.
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We have a cloud based file sharing and storage platform so that we can share documents efficiently. Take a photo of a receipt and we'll have it in no time! You'll also have access to your saved documents from anywhere.
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We have electronic signature capability for documents and forms to reduce the need to mail or drop off paperwork.
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We offer remote access so that we can log in to your computer remotely if you need help or need us to perform work for you on your computer.
We also offer on-site services in Southeastern Massachusetts and Rhode Island for businesses that prefer someone to perform accounting duties in person.
Personal Services
Our Daily Money Management Services provide personal financial services to clients who have difficulty with, or lack the time necessary to manage personal monetary matters. People from all walks of life from busy professionals to families with a senior who needs help managing their finances to high net worth individuals utilize Daily Money Managers. When major transitions happen in life such as a new job, marriage, divorce, or retirement people often need assistance reexamining their finances and their spending plan and we can help manage the financial aspects of these lifestyle changes.
We offer a variety of services from sorting mail and paying bills to reconciling accounts and working with your accountant to get your taxes prepared in a timely manner. Whether you'd like us to handle everything for you or you'd like to share in some of the responsibility, we can create a plan that meet your needs. We utilize several secure cloud based tools and can work remotely from our office or travel to homes throughout Southeastern Massachusetts and Rhode Island.