Managing your personal finances is time-consuming, especially for busy professionals and families. We view personal money management no different than managing the finances for a business — except it’s personal and feel there’s more at stake for the individual. Just like a business, growing personal wealth begins with essential bookkeeping and competent money management. We’re here to take on any level of your personal money management so you can spend more time focusing on what matters most to you. Our services include, but are not limited to:
- Financial Organization
- Bill Review & Payment
- Account Reconciliations
- Family Accounting
- Tax Organization & Readiness
- Monthly Financial Reports
- Stress Reduction
- Budget Creation & Monitoring
- Monthly Financial Reporting & Analysis
- Deadline Management
- CPA Interface
- Home Payroll Management
- Accounting Software Setup, Training & Management
Are You Responsible for Your Family’s Trust or Joint Accounting?
The additional responsibility of being responsible for your family’s trust or joint accounting can be overwhelming at times. Whether you are responsible for providing your attorney with annual financial reports for trust, conservatorship or probate court accountings, or for making sure the personal finances of an aging family member are kept up to date and organized, we get it and are here to help. Please contact us for more information and free assessment.
I have a very complicated financial life — I am no longer working, living on a fixed income with many financial accounts to keep track of. After a year of looking, I found Val at Accounting Strategy, who has become my financial ally and a vital bridge to my accountant. Finding a personal bookkeeper is very challenging and even my accounting firm or financial managers had no referrals for me. Val is my second pair of eyes for financial oversight, ensures I’m not wasting money on unnecessary fees with my bank and assists my accountant with some of the necessary information required to file my quarterly tax payments. Now, I am able to provide my accounting firm with the details they require throughout the year while helping me to stay on track with my budget.
Accounting Strategy, Inc. provides excellent and on-time insight into our finances, from how much money I spend to how much money we needed for my wife to retire. The information is always presented in a useful format, that’s easy to comprehend. Valerie and Steve have given us a great deal of comfort in planning for my wife’s retirement — from strategic planning to day-to-day management of our finances. Accounting Strategy makes the whole process both convenient and stress-free.