Service 07
Individual Accounting Services
Personal accounting support for freelancers and individuals managing several sources of income.
Who it is for
Individuals with multiple income sources, rental properties or investment accounts.
This service may be a good fit when:
Personal finances become harder to manage as income sources, accounts and filings multiply.
Discuss your situationIncluded
Work covered by this service
Personal financial organization
Coordination of investment and rental reporting
Estimated tax planning
Year-end tax preparation
Advisory on major personal financial decisions
Have questions about this service? Susy can explain what applies to your situation before any work begins.
Schedule a ConsultationWhat happens after you contact us
Susy reviews what you already have, confirms the work that is needed and explains how it will be handled.
Start the conversationWe review your full financial picture
We organize what is in place and identify gaps
We set up a clear annual plan and timeline
We work through the year with you, not just at filing time
- Recent tax returns
- List of accounts and income sources
- Investment and rental statements
- Major financial decisions you are considering