My Services

Daily Money Management Services - Serving Clients in Miami-Dade County and Broward County in South Florida, USA

For Individuals:

Pay Bills & Manage Accounts – Ensure timely, accurate payments.

Negotiate with Vendors & Creditors – Advocate on your behalf.

Reconcile Accounts – Keep all accounts accurate and up-to-date.

Budgeting Support – Create practical budgets tailored to your needs.

Family Reports – Provide monthly updates for loved ones.

Year-End Financials – Prepare documents for tax filing.

Appointments & Paperwork – Schedule meetings and organize documents.

Professional Coordination – Assist with attorneys, accountants, Medicaid, etc.

Notary Services - Provide reliable notary services when needed.

For Small Businesses:

Accounts Payable & Bill Payment – QuickBooks, Quicken, Stampli, Bills.com.

Vendor Negotiation – Handle communications and agreements professionally.

Accounts Receivable – Record invoices and track payments efficiently.

Payroll Management – Record, accrue, and manage payroll accurately.

Sales Tax – Track and record monthly sales tax.

Journal Entries – Maintain monthly accounting entries.

Expense & Depreciation Tracking – Record prepaid, accrued, and depreciation expenses.

Account Reconciliation – Bank, credit card, and investment account reconciliation.

Financial Statements – Prepare monthly and year-end reports.

Startup & Loan Support – Set up journal entries and create loan amortization schedules.

Notary Services - Provide reliable notary services when needed.

Concierge Approach

All services are tailored to your needs, providing clarity, organization, and peace of mind. Whether managing personal finances, supporting family accountability, or keeping your business organized, I handle the details so you can focus on what matters most.

Contact Me now