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.