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We recognize, like most people, our clients lead successful, busy lives. For most of them, their most precious asset is their time. As a service, we contract with an independent accountant to provide customized accounting and bill pay services, for a fee.

Through our contractor, we are able to provide a full suite of services, such as bill pay, budgeting, creating profit/loss statements, identifying and categorizing expenses. An added benefit includes working with your personal CPA for year-end tax reporting. This service is tailored to each client's need, at a price that works for you.

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