Personal Bookkeeping & Daily Money Management

We can tailor our services to as much or as little help as you need:

• Bill paying and budgeting

• Checkbook balancing

• Organize and maintain accurate tax records, bank records and other important paperwork

• Specializing in Quickbooks and Peachtree software

• Verify processing of medical claims and payments.

• Coordinate with tax preparer the necessary documents and information regarding bank and brokerage statements.

• Recognizing pertinent issues that need to be addressed by your other professionals such as CPA, tax preparer, or investment advisor.

• Making sense of confusing stock and bond and insurance documents and mailings

• Assistance with refinancing and/or mortgage paperwork

• One-time clean up projects

• Notary services

REMEMBER: Bookkeeping is ALL we do.
What we can accomplish in an hour might take you three!

By The Book Bookkeeping, LLC P.O. Box 6257 Plymouth, MA 02362 PHONE: 781-679-0136 FAX: 781-679-0137