Financial Services

Assessment

• Review of existing record-keeping procedures
• Review of the fiscal goals of the business with management

 

Development of New Procedures

• Design a process that is "user-friendly"
• Design a process that meets business goals
• Design a reference manual to support the new process

 

Implementation of New Procedure

• Training and Staff

Move Your Company Financial Information

From

 "Paper to PC"  

• Attorney IOLA Accounts
• Financial Management of Investment Properties (1 to 6 family)

 

Software Used:

• Quickbooks Pro*
• Excel
• Microsoft Business Planner

 

*Visit the our "What's New Page" and order any Intuit QuickBooks Product at a 15% discount

Why Are We "The Missing Link"

in the

Finance Industry?

• You Won't Have to Leave Your Office
• Simply Budgeting will travel to you !!!! 

Call us ONLY when you need us.