Keeping track of personal finances has almost become a full-time job. Wouldn't it be nice to be able to throw everything in a box and give it to someone else to sort through? Bell & Associates can help you take away the burden of keeping up with your personal obligations by organizing, tracking and preparing timely reports. Bell & Associates offers the following personal services:

  • Complete Software Education - Personal training and support of how to use Quicken software to track all your financial investments. Everything from bank accounts to mortgages -- in order to know your present net value at the touch of a button.

  • Organize your files - Paperwork is much easier to handle when it is organized and available when needed. All paperwork and financial files are set up according to your wishes.

  • Keep track of your payments - A record of the dates, check numbers, payees and amounts of all expenses within each of your personal accounts for the month and year-to-date. Avoids any duplicate or overlooked payments.

  • Bank Reconciliations - Checks your statements and your checkbook balances each month and researches any problems to ensure you are working with correct totals.

  • Personal Budgeting - A service available for those reaching for personal financial goals, or perhaps, for those on fixed incomes that need assistance to appropriately budget expenses. A very helpful tool that can answer the question "How much do I have available to spend and save each month?"

  • Compare your actual spending against your budget - Find out how you are doing each month so you can spot problem areas and take immediate action. Also provided are expense statements to let you know how you are spending your money.

  • Complete Tax Planning and Preparation - Federal, state, and local taxes. Experience in personal and small business tax filing requirements. Helps you anticipate changes in your income for the coming year and shows you how it could effect your taxes.