Side Effects May Include:
- A More Balanced Life
- Time for Other Endeavors
- Increased Financial Awareness
- Reduced Stress
- Peace of Mind
- Balanced Books
- Organized Documents
- Tax Savings
- More Financial Control
Some Benefits of Outsourcing:
- Frees up Valuable Time
- Services are Scalable
- Industry Expertise
- Cost Effectiveness
- Remote Access
- Own Less Equipment
- Transparency
- Security
- Data Backup
Examples of Business Services:
- Quickbooks
- For-Profit or Non-Profit
- Monthly Financial Reporting
- Account Reconciliations
- Budgeting
- 1099s
- Cloud Storage / Archiving
- Spreadsheet Analysis
- Prepped Tax Info for your CPA
Examples of Individual Services:
- Quicken
- Monthly Spending Reports
- Bill Paying
- Account Reconciliations
- Statements of Net Worth
- Cloud Storage / Archiving
- Household Budgeting
- Prepped Tax Info for your CPA
- Digital Assets Tracking