Bookkeeping for Personal & Household Finances
Tax Documentation Preparation
Do you need help organizing your tax documentation for yourself or your tax preparer, either for a current year or for one or more previous years for which you haven’t filed a return?
Do you have receipts and invoices and bank statements in boxes and bags, mixed in with legal records, personal memorabilia, and the dog’s vet records?
I have over 40 years of experience untangling the chaos.
I can create a filing system for you, and Quicken reports for you and your tax preparer, in order to get you up-to-date.
To keep us all safe during this period of Covid, I will work with your records in my secure home office.
Contact me
If this kind of support would be helpful to you, and you value considerate thoughtful service, contact me for a free telephone consultation. I would be happy to discuss your needs and whether I could be of help. Click here to send me an email, and if you would like to speak in person, include your phone number and some good times to call.
Bookkeeping for Personal and Household Finances
Would you like to have an easy and accessible way to track your personal and household finances without having to learn a complex accounting software program? And are you a Macintosh computer user?
Quicken for the Macintosh
I suggest you consider Quicken. Quicken is an excellent tool to help you create more financial clarity and control in your life.
I have been using Quicken for the Mac for my personal, household, and small business finances since 1987. And while QuickBooks is a better choice for business accounting, Quicken remains an easier and more accessible alternative for tracking personal and household finances. It provides excellent reports, transaction tracking, short- and long-term planning, and good support.
Set-up
Over the last 30 years, I have set-up Quicken accounts and trained users – and sometimes maintained the accounts – for dozens of clients. I custom-design categories to accommodate each client’s needs for different types of deposits and expenditures, and also for the way each individual client thinks. This can be done with a new setup, or to update an existing Quicken file.
Troubleshooting
I can also help troubleshoot an issue for your existing Quicken file.
And if I don’t know the answer, I can find someone who does.
Contact me
If you think this program and/or assistance would be useful to you, and you value considerate thoughtful service, contact me for a free telephone consultation. I would be happy to discuss your needs and whether I could be of help. Click here to send me an email, and if you would like to speak in person, include your phone number and some good times to call.
Confidentiality and References
All your information, business and personal, written and verbal, will be held in confidence.
References upon request.
If you value considerate, thoughtful service
If you value considerate, thoughtful service and are ready and eager for change, contact me for a free telephone consultation about how we might work together. I will welcome hearing from you!
Ulster County, NY areas served include
Accord ⬥ High Falls ⬥ Hurley
Kingston ⬥ New Paltz ⬥ Rosendale
Stone Ridge ⬥ Woodstock
Accord ⬥ High Falls
Hurley ⬥ New Paltz
Kingston ⬥ Rosendale
Stone Ridge ⬥ Woodstock
Accord ⬥ High Falls ⬥ Hurley
Kingston ⬥ New Paltz ⬥ Rosendale
Stone Ridge ⬥ Woodstock
MacIntosh-based
Business Established: 1978
Member: National Association of Professional Organizers (NAPO) since 1989
Past President: NAPO SF Bay Area Chapter, 1990~1992
Member: NAPO National Ethics Task Force, 1994~1995
Financial Clients I've Worked With
Contractors
Entrepreneurs
Film makers
Graphic Designers
Inheritors
Internet Identity Specialist
Investors
Philanthropists
Photographers
Political Activists
Realtors
Skin Consultant
Software Developer
Structural Engineer
Videographers