Simply Budgeting Inc.
Services
Assessment
• Review of existing record-keeping procedures
• Review of the fiscal goals of the business with management
Development of New Procedures
• Design a process that is "user-friendly"
• Design a process that meets business goals
• Design a reference manual to support the new process
Implementation of New Procedure
• Training and Staff
• Attorney IOLA Accounts
• Financial Management of Investment Properties (1 to 6 family)
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