Worry no more about those monthly
bills. We maintain electronic files enabling
us to pay bills weekly, semi-weekly, or monthly
as required to keep all your accounts current.
We provide you with a monthly printout of
all checks written for the period and we return
all original bills with payment stubs attached
to each bill, showing date paid, payee and
Payroll checks and reports for domestic
We maintain payroll earnings records for all domestic employees
for the entire year. On a quarterly basis, or as reporting is required,
we complete the forms necessary to report the paid earnings to the tax collecting
Bank statement reconciliation:
We reconcile all checks written and deposits made, on a
monthly basis. A computerized printout showing the current balance is
provided, and the original bank statement and all checks
are returned to you.
We maintain an investment account on our computers for
each client in which we enter all investment activity on a monthly basis.
This enables us to track all dividends and interest received, reinvestment
of dividends and stock dividends, and all buys and sells of securities,
and to maintain the cost basis of your investments. We provide you with
a computerized printout of all accounts showing activity and the current
basis in all holdings.
payment of nursing needs:
We have found that at times it is necessary for us to meet
with our clients' nursing and domestic employees, in order to work out schedules
and assure that clients are properly cared for. This service is particularly
useful when relatives are out of town or unable to deal with these concerns.
Tracking tax deductions:
Let us eliminate the race at the end of the year to gather
all your tax deductions. Throughout the year we are able to track your tax
deductions on a monthly basis, and prepare your tax return from this printout.
This eliminates the last minute dash to gather deductions, or the possibility
of missing a deduction because due to rushing through several check registers
at one time.
Our staff is knowledgeable and can assist you in setting
up accounts or financial statements to track your deductions for the year.
We can also introduce you to writing your checks on the computer - a simple
and time saving approach that will also automatically set up your tax deduction
list and eliminate several time consuming recording steps.