Daily Money Management

Day-to-day finances can be a challenge.  Perhaps due to ageing, travel or a busy career it's become more difficult to keep up with paperwork.  Piles of mail, unpaid bills resulting in interest charges, and misplaced documents contribute to a feeling of chaos in your home. Do you need assistance sifting through paperwork - knowing what to keep and how to organize it? We can help with bill payments, collecting and sorting through mail, budgeting, banking, organizing financial records and managing other household financial matters, giving you peace of mind and potentially saving you money. 

Prepare for tax time throughout the year

Filing your tax return can be stressful, and gathering your documents is time-consuming. Preparing the information needed for your tax return can be daunting; knowing what documents to keep can be a challenge.  We can help you organize throughout the year so that when tax time arrives, much of the work has been done.      

Self-employed?  

For many self-employed individuals, the 'shoe box' filing system is a reality.   Disorganization can mean the loss of receipts and paying more tax than you should.  We can help you put a system in place to streamline your record-keeping and facilitate efficient tax filing.