Our life expectancy is longer than that of our grandparents, an important fact to keep in mind as you select investment strategies, the level of risk that you can tolerate, and create a portfolio to maintain your desired level of cash flow. Given the investment vehicles you select, we can provide you and your financial advisors both current and projected income tax analyses based on executing certain tax strategies that are complementary to your financial plan.
MGI Worldwide is a network of independent auditing, accounting and consulting firms. MGI Worldwide does not provide any services and its member firms are not an international partnership. Each member firm is a separate entity and neither MGI Worldwide nor any member firm accepts responsibility for the activities, work, opinions or services of any other member firm. For more information visit www.mgiworld.com/legal.
We have the most talented and experienced QuickBooks professionals in the industry!
Personal Accounting & Bookkeeping
We have the most talented and experienced QuickBooks professionals in the industry! They are Certified QuickBooks ProAdvisors and can determine the best way to utilize the system to match your personal and business needs. We can assist you in setting up an initial QuickBooks accounting program, or help improve your existing system to ensure your personal financial picture is accurate and up-to-date. Having financial information readily available will help you budget, plan your investments, and monitor your spending.
We can also assist you with bill paying, monthly bank reconciliations, and federal and state payroll payment and reporting for household help. We are privileged to know our clients view us as their personal CFOs and family office. We take great pride in and care of their trust.
QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit Inc., used with permission.