AnswerSmart Accounting and Bookkeeping Services

Accounting Services

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AnswerSmart Accounting and Bookkeeping Service Free Evaluation

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Daily Money Management

Our accountants take care
of your personal finances.

 Services & Solutions

 
BOOKKEEPING SERVICES
 
PAYROLL SERVICES
 
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HOW IT WORKS
 
BOOKKEEPING FAQ
 
PERSONAL BOOKKEEPING
 
PRICING AND ESTIMATE
 

 

 

Personal Daily Money Management

AnswerSmart offers personal financial management services ("Daily Money Management") to individuals. Our clients are:

  • Busy people who want to ensure that their bills are taken care of.
  • Business owners whose business and personal finances are connected.
  • Seniors or disabled individuals who wish to maintain their independence but have difficulty managing their personal bills and finances.
  • Frequent travelers.
  • Credit-challenged individuals trying to rebuild their credit.
  • Anyone who wants greater control over their personal finances, and more peace-of-mind.

Here's what we offer:

  • All mail opened, organized, meticulously stored.
  • Bills verified and paid.
  • Checkbook balanced.
  • Personal papers organized.
  • Home payroll (for maids, nannies, etc) processed.
  • Credit card accounts reconciled.
  • IRAs, 401Ks, and other investment accounts reconciled.
  • Monthly personal financial statements prepared.
  • Year-end financial package put together for your tax preparer.

Benefits to our clients:

arrow Meet your Personal Financial Goals: "Pay yourself first" financial management - ensure that your savings and investing goals are met.

arrow Save Money on Late Fees: Late fees are eliminated when your bills are paid on time. Many of our clients save hundreds of dollars a month, or thousands per year, in late fees due to paying their bills just a few days late each month.

arrow Repair your Credit: You can dramatically improve your credit in as little as six months by simply paying your bills on time. For many people, this is hard to do. AnswerSmart's Personal Daily Money Management service ensures that your bills are paid on time, every time!

arrow Peace-of-Mind: Gain comfort in the security of knowing that no matter what, your finances are taken care of.

arrow No More Paper Bills: Reduce paperwork in your home and save time by using our complimentary Mail Receiving service.

arrowEasy Access to Important Personal Records: With AnswerSmart's Daily Money Management service, you never have to wonder where a certain receipt, bill, or record is. We'll methodically organize and store these items in your Document Library so that you will always have access to them, no matter where you are.

arrow Budget More Effectively: AnswerSmart's Daily Money Management's clients find it much easier to create and manage a budget when their finances are under control.

arrow Save Time: You'll have more time to do what you want to do when AnswerSmart takes care of the chores of opening and processing mail, verifying the accuracy of bills, writing checks to pay bills, and balancing your checkbook.

arrow Greater Clarity and Control: Understand where your money is going, and where you stand financially, with monthly personal financial statements provided by AnswerSmart Daily Money Management.


Call 877-883-8324 today for a free evaluation of your personal financial management needs.

 

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