Daily Money Management for Individuals:

moneymgmt

At your initial free consultation, we will figure out exactly what you need and put together a personalized program that suits you. You may want me to just take over any or all of the tasks below and work for you on an on-going basis. Or, you may want me to untangle the current state of your day-to-day financial affairs, get everything in good working order and then teach you how to take over from there. You might prefer that I come to your home or office and work at your computer, or we’ll agree that I will do most work remotely in my office and meet with you when it makes sense. It’s all about what you need, what you want and what the best way is for me to get involved and help.

  • Organize your financial paperwork into a cohesive system
  •  Set you up in Quickbooks Online or Desktop
  •  Pay your bills
  •  Automate your bills and payments to go paperless
  •  Prepare deposits
  •  Identify and resolve billing errors
  •  Reconcile your banking and credit card statements
  •  Produce financial reports so you know where you stand
  •  Prepare tax information for your accountant
  •  Submit, track and resolve insurance claims
  •  Help you create budgets

Entrepreneurs, Small Business and Nonprofit Organization Services:

For entrepreneurs, small business owners and nonprofit organizations, I have a lot of overall operations experience and skills to bring, in addition to daily money management. You might want me to come in and analyze your entire operation, see where the inefficiencies are in your systems and processes, look at your costs vs. your income to determine if we can improve your situation, implement new systems and then train you and/or your employees to take over. Or, you might need me to serve as a kind of assistant, doing your day-to-day bill paying, organizing office files and maybe writing some correspondence for you. You might prefer that I work on site at your office for a scheduled number of hours, or we’ll agree that I will do most work remotely in my office and meet with you when it makes sense.

  • Daily Money Management/Bookkeeping
    • Organize your financial paperwork into a cohesive system
    • Set you up in Quickbooks Online or Desktop or audit and enhance your current system
    • Pay your bills and collect receivables
    • Automate your bills and payments to go paperless
    • Prepare deposits
    • Identify and resolve vendor and other billing errors
    • Reconcile your banking and credit card statements
    • Produce financial reports so you always know where you stand
    • Prepare tax information for your accountant
  • Analyze your overall operations and create effective systems
  • Write correspondence, blogging and other copywriting services
  • Simple graphic design tasks

Click Here to See How My Services Can Help You!

Contact me for a free consultation at carrie@pollarebiz.com or call 310-251-5367