How would you describe what your private client services are:
Our services are highly personal, exceptionally confidential and secure personal bookkeeping, bill pay, account reconciliation, household payroll, and comprehensive financial reporting as needed. We are professional, steady and reliable while staying on the forefront of new technology. Our fees are easy to understand and based on providing an exceptionally high value and level of service.
You can usually catch Karen being the cheering mom on the sidelines of soccer and lacrosse on the weekends, come Monday this Client Services guru is bringing support to our clients and cohesiveness to teambreakwater!
We have all become so complacent in using e-mail to share information quickly that we likely send documents and information that we would never send via a post card. Sending an e-mail is equivalent to mailing a post card!