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Every client is different, we know and appreciate that.  While most of our services are the same for all clients, we customize them for each client to make sure you are getting what you need.  Our services include but are by no means limited to:

Timely payment of your bills, even if you’re out of town.

Deposits made to your bank daily. 

Reconcile bank statements and credit cards.

Up-to-date records for your review. 

Tax planning and preparation.


Investment plans for those who are ready.

Big purchase guidance.

Credit card, loan applications, and rental agreements. 

Important information always on hand. 

We work with you to change your billing address to our address for all utility bills, credit cards, mortgages, pool care, gardeners, as well as all those who pay you, so we receive all your bills and manage payments for you.

We make bank runs daily to ensure all checks received are being deposited without delay into your accounts, and any commissions paid right away.

In a world of so much fraud, we make sure to reconcile bank accounts and credit cards every month (sometimes more often) and watch for breaks in your trends and anything out of the ordinary so we can bring it to your immediate attention. 

Each month we will provide reports that show bank reconciliations, deposits & payments made, balances of accounts, and spending trends so that you know how your financial world looks at any time.

Most people do not look forward to tax season, as it can be stressful trying to make sure all information is on hand.  Let us manage that for you.  We are always in contact with your tax accountants making sure they have everything they need.  And for those who need it, we are here for tax planning and year-end tax projections.

We recognize that some people simply need a run-around account that they have a weekly deposit into and can use at their leisure, and some need a structured budget to help them keep inside certain guidelines each month.  We are here to build something you are comfortable with and help you stay within those guidelines.

We believe everyone should work towards building a retirement plan for whatever age they see that happening, but there are also those who should be investing now, rather than using a simple savings plan.  While we are not investment managers, we are in contact with several who can build a relationship with those clients who are ready.   

We are here to help with big purchases such as vehicles or homes.  We recognize this is not a step everyone wants to take, but for those who do, we help you to know when the right time is and what information you will need to make the wise choice when making a large purchase.

We are here to help you with any documents you might need to fill out.  We’ve been through almost every kind of paperwork you might come up against and we want to make it easier for you.

We have encrypted files on our computers that we will keep important documents that you might need at any moment.  Copies of driver's license, insurance cards, credit cards, important agreements, etc.  Everything at our fingertips and available when you need it. 

Give us a shout when you're ready  (818) 861-7112

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