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When you make money
but you can’t make time to deal with it.
   
 

When your career demands 100% of your time, it’s easy for your desk to pile up with unopened bank statements, months of portfolio reports, loan documents, travel and restaurant receipts; and the more you put them off the more daunting the pile becomes.

 
Day-to-day money matters.
Bring us your personal checkbooks, records and receipts. Then talk to us about your preferences – we’ll accommodate.
  • Pay bills
  • Receive paychecks
  • Prepare deposits
  • Accounts payable
  • Reconcile bank statements & investment accounts
  • Issue l099s
 

At The Jacobson Group, our clients know when they hand over all that paperwork it’s taken care of! That’s our job, and we are on top of every decimal point.

 
Call The Jacobson Group 310 444-5255.