Personal Accounting and Bill Payment


Partner with our professionals to handle your day-to-day finances

With all you have to do, one of your biggest assets is time. Ross-Stern & Associates can assist you and your family with our Personal Accounting and Bill Payment services. We can manage your monthly accounting, bill payment, and expense tracking so that you can focus your time on family and business. You can be confident that our professionals will handle your financial affairs correctly, promptly, and securely. 

The professionals at Ross-Stern & Associates can help you with these Personal Accounting Services:

  • Bank statement and credit card reconciliation
  • Investment accounting reconciliation
  • Monthly financial statements
  • Cash flow management
  • Personal financial reporting and analysis
  • Budgeting
  • Expense reports and analysis
  • Year-end reconciliations
  • Charitable donation tracking
  • Trust accounting
  • Insurance coordination
  • Annual tax organizer
  • Supporting documents for annual and quarterly tax deductions

We offer the following Personal Bill Payment services:

  • Bill payment and accounts payable
  • Power of Attorney – signature services
  • Monitoring credit card activity
  • Cash flow activity reports

We take great responsibility for protecting the security and privacy of your assets, accounts, and financial information. Ross-Stern & Associates has years of experience in scrupulously handling the financial and tax affairs of our private and business clients with complete confidentiality. We handle every bill and task with complete discretion and attention to detail. 

Contact us or call Ross-Stern & Associates at 818.776.0399 to schedule a consultation on how we can tailor a custom set of personal accounting and bill payment services for you.

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