* Compile financial data for attorney or accountant
* Prepare and execute a court financial statement for
divorce
* Financial consulting during and post
divorce
* Create financial budgets based on new
lifestyle
|
* Secure your personal and professional
finances
* Ease your suspicions by researching and
investigating your expenditures, assets and investments for fraud and theft
* We report our
findings to you with accuracy to prove or disprove theft, fraud
or embezzlement
|
* Assess and evaluate insurance premiums, credit card interest rates, mortgage
interest rates, competitive utility bills and more
Example: bundling
cable, internet and phone with one carrier saves time and money
* Consult on debt consolidation
|
* Analyze actual expenditures and business
revenue for personal/small business
* Customize a budget for your
personal/small business monthly expenses and revenue
* Advise
on how to stay within the allocated budget
* Forecast for upcoming income and
expenses
* Prepare financial information reports
for your attorney or accountant
|
* Catalog equipment, valuables, personal
possessions and collectables for execution of legal documents such as Wills and
Financial Statements
* Setup up online bill payments with your
bank and instantly pay bills. No more writing checks or mailing
* Maintain monthly credit card and bank
reconciliations
Customize chart of accounts for income and
expenses in Quickbooks
|
* Assemble the financial information,
reports, and statements (i.e. bank, credit card, mortgage etc.) required
for an IRS or Massachusetts Department of Revenue
audit
* Accompany client at audit session with required materials audit |