Positive Financial Solutions provides assistance with your personal money matters customized to your needs.
Personal assistance using Quicken or QuickBooks:
+ Bill paying
+ Reconciling bank and credit card accounts
+ Organizing financial paperwork and tax records
+ Monitoring for fraud and financial exploitation
+ Household management assistance
+ Mobile notary services
+ Conversion from Quicken to QuickBooks Online
Daily money managers (DMMs) provide personal business assistance to clients who have time limitations or difficulty managing their personal or business monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with bill paying and maintaining bank accounts.