Our Services

Daily Money Management & Bookkeeping

We provide reliable bill paying services to individuals who need help managing their day-to-day financial obligations. By entrusting us with their finances, clients can focus on their well-being, travel or other priorities, while avoiding the risks of missed or late payments.

  • Data Entry/Bookkeeping & Accounting

    Using QuickBooks, we track income and expenses, reconcile bank accounts, and produce financial reports — including profit and loss statements, balance sheets, budgets, and cash flow reports.

  • Tax Preparation & Payments

    We assist with preparing and filing quarterly and annual taxes.

  • Bill Paying

    We handle bill payments to keep accounts current and avoid missed or late payments.

We also assist small business owners with back-end operations, so they can focus on advancing their business goals. Our services include managing mail, organizing and filing correspondence, preparing deposits, and drafting checks for signature.

Trust & Estate Administration

We assist with the administration of estates, trusts, and related legal matters. Whether named as a trustee, executor, or court-appointed probate administrator, we provide the expertise and objectivity needed to carry out these responsibilities with care and efficiency.

  • Trust Administration

    We administer trusts and distribute assets according to the terms outlined in the trust.

  • Probate Administration: Executor/Administrator

    We administer a decedent’s estate according to the wishes outlined in a will.

These duties include filing court documents, gathering and inventorying assets, settling debts and taxes, and distributing property and inheritance to beneficiaries.

Power of Attorney

We serve as Power of Attorney for individuals who need trusted representation in managing personal financial and healthcare matters. The role primarily covers assets and responsibilities not held in trust, conservatorship, and other legal designations. This can help avoid court intervention if the principal becomes incapacitated.

  • Financial Power of Attorney

    We manage the individual’s financial affairs, including assets titled in their name, by overseeing bank and investment accounts, handling insurance matters, filing taxes, and maintaining financial records.

  • Healthcare Power of Attorney

    In situations where an individual cannot make medical decisions on their own, we act on their behalf to ensure their healthcare wishes are respected.

“As fiduciaries, we manage every aspect of our clients’ financial and legal affairs, ensuring every detail is handled with care and precision.”