Personal Services

Our Personal package includes:

  • Process transactions each month
  • Reconcile bank accounts
  • Teach you how to budget your finances
  • Show you ways to save money (you can save money on utilities and services, I will teach you how to look for those savings)
  • Software Subscription (we will determine which personal budgeting software is best for you/your family)
  • Unlimited email support
  • Quarterly call / video chat to discuss your financial progress
  • Starts at $100/month



Additional Services for existing clients include:

  • Taxes for 2018 forward
  • Bill Paying
  • Personal financial coaching (available to non-clients as well)

Let's Connect!

CALL Now! (717) 454-4116