Individual Services

We’ll take care of managing your finances so you don’t have to stress about it. We stay up-to-date on all the regulatory and legislative developments, and specialize in this type of service so you won’t waste time and energy trying to make sense of all the accounting complexities. 

We will help you with: 

• ​QuickBooks Setup: As an individual, it is important to keep your personal finances in order to help plan for your future. This is where we come into play. We help you budget and manage your finances so you can focus on the things you love. 
• ​Retirement Planning : This services should happen through your life as you continue to increase your finances and plan for your future. We sit down together, go through your goals and help you get on the right track to retirement. 
• General Cash Management: A cash crisis can be emotionally devastating, especially if it relates to your personal life. The starting point for avoiding a cash crisis is allowing us to develop a personal cash flow projection for you.

Schedule a free consultation to figure out how we can help you!