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Financial Simplicity Solutions

Daily Money Management Services (DMM)

✔ Opening mail

✔ Filing

✔ Check writing

✔ Making phone calls as needed

✔ Preparing personal tax documents for your tax preparer

✔ Making phone calls as needed (e.g. insurance companies, dr offices, debt collectors, etc.)

✔ Errands as needed including banking and mail runs

✔ Coordinate with contractors as needed

✔ Arrange for maintenance repairs as needed

✔ Attend legal phone calls as requested (e.g. regarding trusts, wills, etc)

✔ Arrange for POA’s & end-of-life related documents and tasks as requested

Bookkeeping Services

✔ General Office Support (as needed)

✔ Establishing/Streamlining Procedures

✔ Invoicing your Customers

✔ Bank & Credit Card Reconciliation(s)

✔ Handle all tasks associated with accounts receivable (A/R) & accounts payable (A/P)

✔ QuickBooks Training as needed and/or requested, including QB Pro and QBOnline

✔ Review of your current Quickbooks file & practices and conduct clean-up as needed

✔ Working with your CPA / Tax Preparer per his/her needs/requests.

For questions

or if you are interested in a free 30-minute intro consultation with Judy

Call or text at 720.941.3451

Or Email at judy@financialsimplicitysolutions.com