Is your money managing you rather than the other way around? Do you not have the time or just dread paying your bills and balancing your checkbook each month? Or maybe you want to get serious about saving, setting aside some funds for retirement or paying off debt. Good news! We can help.
- Organizing financial records and determining what needs to be paid each month
- Scanning and saving statements and bills so that you can find them when you need them
- Reconciling your checkbook and maintaining your records on our secure cloud server
- Tracking your spending by category so that summary and detail reports are easy to run at tax time to maximize your tax deductions
- Working with your CPA to compile data needed for tax returns.
- Bill payment services
- Investment tracking (rental properties, etc.)
- Personal bookkeeper meetings
- Household employee payroll
We understand that security, accuracy and confidentiality of your information is very important to you. Before working with our clients, each of our service providers goes through a criminal background check and extensive training. In addition, Roper carries professional liability insurance and is bonded so you can be confident that your hard-earned money is protected.