Financial Services

Experience for yourself the peace of mind that comes from knowing that your finances are being handled by a professional.

Services are provided for individuals, families, and small businesses, and include

  • Bill paying
  • Electronic payment setup
  • Online bill pay setup and instruction
  • Budget preparation and review
  • Personal financial inventory
  • Balance sheets; financial statements
  • Invoicing and accounts payable
  • Business spreadsheets and reporting
  • Income tax organization
  • Estate settlement
  • Health insurance filing and claim reconciliation
  • Setup and maintenance of accounting software in QuickBooks
  • Vendor file setup and maintenance
  • Transaction and account reconciliation for businesses
  • Customer invoicing, billing inquiries, and collections
  • Peachtree Accounting software updates and maintenance (onsite only)
  • Liaison with CPAs and other professionals

My services are fully customized to each situation. Here’s how the process typically works:

  • I conduct an initial consultation at no charge to determine if my qualifications, expertise, and personality are a good fit for you.
  • Typically there is some “up front” work needed to get someone’s finances/books/files up-to-date, so I will do this at the beginning of our work. Thereafter everything proceeds in a maintenance mode.
  • Together we will prioritize and stage other tasks and projects, starting with those that are most critical and then moving to others as certain areas are stabilized.

Contact Roberta for additional services not listed above or to schedule a free consultation to discuss your particular needs. Referrals are available for special situations.