PERSONAL FINANCIAL BOOKKEEPING
I manage household finances for corporate executives, athletes, doctors, attorneys, and entertainers.
Keywords: bookkeeper, personal assistant, bill payment, organization, accounting, tax prep, daily money manager
Interview Q&A
How long have you been in business?
We have been in budiness since 2017!
What is your primary product or service?
Our primary service is Daily Money Management- which is handling day to day financial task for many clients.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
The interest came about doing my current day to day job as a property accountant go real estate investors. Managing their assets, properties often times personal bills where mixed with in with business.
How do you differentiate yourself from other businesses in your category and area?
Not being the million in one accounting firm that offered accounting services to business but offering those same services to individuals in their personal lives!
How many locations do you have and do you have plans to expand?
One location and yes, we plan on having locations on the east and west coast as well.
What type of payments do you accept?
Checks and credit cards
Which areas do you service?
We service clients remotely anywhere.
What is the best compliment anyone can give you?
Honesty, discretion, and confidentiality are words used to compliment us.