Bookkeeping for Individuals/Families

The financial services offered by Trusted Resource, Inc. are designed to support a busy family or a frequent flyer. Both face the challenge of keeping up with recurring financial tasks while still meeting the responsibilities of their job and family. With Trusted Resource, you can pick and choose exactly where you need support in getting things done. To make sure your financial records are always kept up to date, we use Quicken software to create a consolidated picture of your total net worth. Recurring services include:

Weekly Monthly Annually
  • Downloads of financial transactions
  • Updating of budget categories
  • Online bill payment
  • Bank account reconciliations
  • Credit card reconciliations
  • Budget reporting
  • Budget forecasts
  • Retirement Planner forecasts
  • Year-end tax coordination