All your records are

 

Confidential...

 

We are

 

Honest...

 

We treat you with the utmost

 

Respect...

Your life flows easier with us!

We have complete

 

Integrity...

 

Your records are kept

 

Secure...

 

And you can ABSOLUTELY

 

Trust us!

 

 

 

We organize your financial records and assist with personal needs for ease and peace of mind.

 

 

 

 

40+ YEARS IN THE FINANCIAL INDUSTRY.

 

We have a wide variety of financial background experience... working in Trust Departments at banks, as a Registered Sales Assistant in stock brokerage firms and for 20+ years working with individuals in their homes and remotely as their bookkeeper and personal/administrative assistant.​ 

 

We pay bills, reconcile bank accounts, process charitable contribution requests, organize records for year-end tax reporting, process payroll for household employees, compile quarterly Federal, State & Unemployment tax reports, maintain sufficient checking account balances while working with bank personnel, scan and save important documentation onto computers.

 

10+ YEARS ASSISTING CLIENTS' PERSONAL NEEDS.

 

As your Personal and Administrative Assistant, we install printers, update software on computers and phones, sync & download photos, make airline and hotel reservations, redeem credit card points for travel, send emails on your behalf, open and sort mail, run errands (pick up prescriptions, grocery shopping, dry cleaning, gas up your vehicles). 

 

 

We do things the way you like it done and how you have been doing it for years.  We assist our clients in their own unique way, wearing many hats because we enjoy being of service to you. 

 

 

 

WE DO WHATEVER IT TAKES TO MAKE YOUR LIFE EASIER!​

 

OUR CLIENTS ARE OUR #1 PRIORITY!