Financial Organizing Services
Our financial organizing services organize any area of your finances to make sure all accounts are accounted for, consolidated, and planned out. We avoid surprises, late fees, and bad credit scores by staying on top of tasks and deadlines.
You pick which service(s) you need most and Amber completes that service with you and for you. You work directly one on one with her to know what you are spending, where you could save money, what accounts exist and how those accounts are functioning.
If you are looking for project based or monthly bookkeeping services and use QuickBooks accounting software, Amber’s sister company, Amber’s Bookkeeping, LLC can assist your small business.
Financial Organizing options:
-Setting up autopay with vendors
-Tracking expenses and spending
-Creating personal budgets
-Consolidating financial accounts
-Organizing passwords and usernames
-Going paperless for bills and account statements
-Simplifying & maintaining physical financial files
-Submitting forms for reimbursement
-Filling out forms and documents
-Preparing and organizing for completing tax returns
-Setting up and assistance with Quicken (personal financial software for Mac or PC)
-Reconciling accounts on a monthly basis