* 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

* Organize and compile financial data to complete applications

* Complete applications for
re-financing of home mortgages, auto loans, equity' line of credit loans, etc.

* 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 or Quicken

* 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