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Divorce Financials
* Compile financial data for attorney or accountant
* Categorize annual living expenses
* Financial consulting
* Create financial scenarios
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Loan/Mortgage Applications
* Organize and compile financial data to complete applications
* Prepare for re-financing of home mortgages, auto loans, equity' line of credit loans, etc.
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Debt Consolidation
* Compile and evaluate insurance premiums, leases, credit card interest rates, mortgage
interest rates, competitive utility bills and more
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Budget Control
* Analyze personal/small business budgets and expenditures
* Forecast for upcoming expenses
* Advise on consolidation
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General Organization
* Organize home or office files including account receivables and payables
* Catalog equipment, valuables, personal
possessions and collectables
* Create a financial system for monthly bill payments
* Maintain monthly bookkeeping
* Prepare financial information for your attorney or accountant
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IRS or Massachusetts
State Audit
* Compile the info or data needed
for an income tax audit for the IRS or a Massachusetts Department of Revenue
audit.
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