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Personal Finances

Maintaining Financial Records

Keeping your financial records up to date and accurate requires specialized attention.  If your day to day activities leave little time for updating your finances, you find these tasks too complex or you are unable to perform these tasks, you can feel assured that your personal bookkeeper will give you the expertise and personal attention that you need. 

We help you...
 
 
•     Pay your bills on time by organizing your bills and monitoring due dates.  This will allow you plan your expenditures and ensure funds availability. 
 
•     Track your income and expenses for easy year-end income tax preparation.  This ensures that all possible tax deductions are captured and can be summarized easily. 
 
•     Reconcile your bank statements to ensure you have an accurate balances so you can avoid over drawing your accounts.
 
•     Determine your net worth by gathering together the value of your assets and your debt balances. 
 
•     Track your savings and investments to ensure up to date balances.
 
•     Keep your records organized by creating a filing system that is simple and logical.  This will allow you to easily find and access the information you need quickly.
 
 

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a Free Consultation below.

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Welcome to Complete Bookkeeping Plus.

We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (218) 963-3207. We'll be happy to offer you a free initial consultation. Thanks for visiting!

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