Personal Bookkeeping Services provides personal and business support such as paying bills and balancing checkbooks. This is accomplished electronically via email and online banking and other online services. Tasks such as these can be overwhelming and time-consuming for people who find themselves overscheduled or just unable to perform them. Typical clients are busy people, professionals, time crunched families, small business owners and retirees. The strictest code of confidentiality is maintained and a Code of Ethics developed by the American Association of Daily Money Managers is followed. Full professional liability insurance (errors and omissions) is provided by Lloyds of London. Personal Bookkeeping Services is a QuickBooks ProAdvisor.
The one thing my clients have in common is that they are all comfortable communicating by email, "going green" with their bills and using "the cloud" for sharing files and e-file storage.
To my diverse clients I provide the most personalized service for a Boston Daily Money Manager and as a "cloud bookkeeper. "To each I am known as different things: I am a private bookkeeper to the college professor who is happy to have help with time management. I am a virtual bookkeeper to a retired computer programmer who is now avoiding late payments, avoiding late fees and over payments. I am a home financial helper to a social worker who is overwhelmed and needs help focusing on the bills. I am a concierge bill pay service to a finance consultant who now thinks everyone who is juggling many overwhelming tasks should have the support of a bill payer. I am the virtual personal bookkeeper to a busy single mother who has enough money but not enough time to pay the bills. I am a small business bookkeeper for a home improvement contractor who needs help and asked “can you organize my bills? I want to pay my bills on time.” I am a personal assistant and business support to a jewelry designer who needed support managing daily finances. I am a freelance personal bookkeeper to a world traveler who simply asked ”can you help me pay my bills and balance my checkbook?” A business consultant found me by googling “personal bookkeeping for professionals” and says that day changed the stress level in his life. And I am a household bookkeeper to a married couple who almost divorced because of arguing over billpaying. As a virtual personal bookkeeper I service clients virtually anywhere and everywhere. I create a personal Profit and Loss Statement, or a household Profit and Loss Statement to keep my clients in touch with their income and spending.
Member of the American Association of Daily Money Managers since 2004.
Personal Bookkeeping Services
serving Boston, MA and virtually anywhere
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