PERSONAL FINANCE GROUP
Over time we found that the need for financial transparency was also being sought out by our clients for their personal finances.
The Personal Finance Group was established to provide high end accounting services for personal accounts.
In keeping with how we do things we have developed a system that is simple and clear for individuals.
Maintenance and upkeep of all checking, savings, and credit card accounts.
Monthly financial reports and summary of spending.
Overall portfolio review and dashboard.