We provide assistance in managing day to day financial transactions like check writing and bill paying, organizing and keeping track of financial records, reconciling and maintaining bank and credit card accounts, maintaining a budget, compiling tax related documents, interacting with other professionals such as lawyers and CPA’s, negotiating with vendors, and so on. We customize our services to suit your needs. Our services are trustworthy, confidential and individualized. We protect our clients' personal information as diligently as we protect our own. Physical, electronic and procedural safeguards are maintained to protect our clients' personal information. Assistant A La Carte is a member of the Association of Daily Money Managers, which is committed to promoting high standards of client services.
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