Service Description

The services of Keeping Track include checking and paying bills, bank reconciliations, checking credit card statements, verifying deposits, interest payments, Keeping Track of dividends, stock portfolios, brokerage statements, storage of life records in our virtual vault, compiling documents for your accountant, and other related services which you may wish to have tailored to your particular needs.

Your household finances will now handled by professionals. Everything is managed and executed through our confidential computer system. By tracking all your financial requirements, Keeping Track helps to reduce the chance for errors and duplicate payments, and to avoid costly overdraft fees.

Just like your accountant and attorney, we keep all your information totally confidential. Everything is communicated using a secure website that is only accessible by you and those you authorize. Status reports will be issued regularly – to you and/or anyone you select. Even when you are out of town, you can sleep well knowing your personal business matters are being taken care of in a timely fashion.