Making sure your finance functions are working for you
Whether you are high net worth individual or just need someone to make sure you are staying organized on budget or you would like to leave the monthly billing task out of you routine, MBC Inc can help. We can set up a simple process to keep track of your finances. We organizes records, pay bills, provides cash forecasts and keeps track of necessary financial details for individuals that are very busy, travel extensively and want to offload the tasks associated with managing their finances.
Bookkeeping for Individuals services include:
- Monitor & record deposits
- Monitor and pay bills
- Monthly reconciliations of bank and investment accounts
- Monthly review and reconciliation of credit card activity
- Review income and expenses with client
- Monitor insurance policies
- Prepare medical filings
- Payroll records for household employees
- Assemble year end tax package for accountant