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Individuals

We collaborate with you to understand your individual financial bookkeeping needs.

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Financial Snapshot

Having a clear understanding of your personal finances is critical. A full monthly financial snapshot provides a periodic summary that serves as a valuable reference when making important financial decisions. We are trusted licensed CPA's that can prepare a financial snapshot for you so you can have one place to monitor your assets.

  • Monthly financial snapshot

  • Customized reporting based on your needs

  • Access to monthly statements to be provided by client

  • Detailed accounting of all assets taken from monthly statements

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