FINANCES ORGANIZING

Get It Done!

Tina’s Bookkeeping will help you get your personal finances organized so you can save yourself time, stress, and money over the course of the year. We avoid surprises, late fees, and bad credit scores by staying on top of tasks and deadlines. You pick which service(s) you need most and Tina completes that service with you and for you. You work directly one on one with her to know what you are spending, where you could save money, what accounts exist and how those accounts are functioning.

SERVICES

  • Create an organized filing system. Simplifying & maintaining physical financial files.
  • Bill payment.
  • Setting up autopay with vendors.
  • Organizing passwords and usernames.
  • Going paperless for bills and account statements.
  • Tracking expenses and spending.
  • Creating personal budgets.
  • Filling out forms and documents.
  • Preparing and organizing for completing tax returns.
  • Reconciling accounts on a monthly basis  (bank accounts, credit card accounts, loans, and mortgages, investment accounts).