Argy Accounting Solutions

Personal Financial Management

 

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Argy Accounting Solutions provides high-net-worth, busy individuals with Personal Financial Management services.

We essentially act as your personal CFO, freeing you from the day-to-day management of your financial details by organizing, managing, and executing a wide array of financial matters. We simplify your life by handling tasks such as:

  • Bill paying: receiving your bills, generating and mailing checks for timely payment, and maintaining files of all receipts and related data
  • Reconciling your checking account(s) and credit card statement(s) monthly and maintaining files for bank statements and canceled checks
  • Preparing Personal Financial Statements
  • Working in alliance with your other advisors, including your banker, investment advisor, insurance broker, tax accountant and attorney
  • Organizing your records for tax purposes and sending year end data to your tax accountant
  • Handling payroll matters for household employees

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