Personalized services
to help you stay organized.
TAILORED SOLUTIONS
BOOKKEEPING BY CHRISSY
With a blend of bookkeeping expertise and personalized lifestyle solutions, I provide more than just financial organization—I offer peace of mind. My clients trust me not only for my precision and professionalism but for my genuine care in helping them achieve their goals, reduce stress, and focus on what matters most.
THE PERSONAL TUNEUP
A Personal Finance
Tune-Up
$100 for a five-hour session
The Personal Tuneup
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I analyze and organize your personal financial records for accuracy and efficiency.
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I check on expenses, reconcile your accounts, and ensure financial clarity.
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I identify cost-saving opportunities and personal savings strategies, as well as a basic budgeting plan.
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You are given actionable next steps to maintain a simplified financial system and dedicated time to answer your financial questions to provide guidance on any specific topic.
TAILORED
LIFESTYLE &
RETIREE SERVICES
Lifestyle and Retiree services are provided at an hourly rate of $25—10% discounts on monthly retainers.
I specialize in providing seamless solutions to your day-to-day demands, customized as needed.
Services Include:
Personal Financial Organization
I help with budgeting, ensure bills are paid on time, and organize them for easy access. I also provide check-writing and cash flow assistance to ensure funds are available and prevent errors or fraud.
Calendar Management &
Organization Assistance
I handle scheduling, organize your day, and confirm your meetings so you never miss an appointment. I also organize and declutter documents for easier home management.
Fraud Prevention and Monitoring
I help you set up protection and monitor your accounts for unauthorized transactions, including scams, identity theft, and fraudulent charges. With your permission, I also act as a liaison to dispute any unauthorized charges.
Customized Solutions
Your life is unique, and so are your needs. I offer personalized services tailored specifically to your lifestyle, ensuring you receive the support that best suits you. Services include, but are not limited to the following:
Move Management / Relocation
Consignment and Donations
Storage Solutions
Home Improvement Liaison
Travel Services
Home Monitoring (Peace of mind while you’re away.)
Estate and Legacy Planning Support
I assist with organizing estate documents (wills, trusts, etc.) and creating a clear financial picture for executors and family members. I also liaise with your CPA, Financial Planner, and Attorney.
I handle your tasks with confidentiality, professionalism, and compassion, providing personalized attention. You and your loved ones can feel confident that your financial needs are well-managed.
