Our Services
Financial Records Management
We will collect all receipts and bank statements electronically in order to alleviate the nightmare of organizing your financial records. Let us take a load off you by keeping your records organized, which is our specialty!
Daily Money Management
As your Daily Money Manager we can provide you with the peace of mind that the daily finances are being attended to. Mail gets opened, bills gets paid, bank accounts get reconciled, credit cards get monitored, medical claims get reimbursed, records get organized. Your privacy is important, complete discretion is guaranteed!
Bill Pay Management
We will manage all your outgoing payments to ensure that all of your bills are paid on time. We are experts at setting up online bill pay services through your banking service. We want to relieve this stress and allow you to free up your time for more important things!
Account Reconciliation
This is a time consuming and tedious task that actually brings a sense of completion for us that we enjoy! We can make sure your purchases line up with your bank account and credit card charges, categorize each entry and catch anything that may be fraudulent or overcharged to protect your money!
Tax Organization
We will make sure you are prepared for tax season and will organize all your records electronically to be forwarded to your tax preparer or tax service. We will collect your tax documents throughout the year to make sure you are prepared for tax season!
Payroll Administrator
We will administer your payroll or coordinate with your payroll provider to make sure your small business payroll is organized and processed timely. We will make sure your employees tax withholdings are filed and coordinate direct deposit via ACH to each of your employees!
Notary Public
A notary public is an individual issued an appointment by the Secretary of the Department of Financial Institutions to serve the public as an impartial witness, performing notarial acts as are allowed or required by law. We are Bonded to perform the duties of notary in the State of Wisconsin.