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Expense Tracking & Account Reconciliation Services
Clear, accurate, and up to date, your finances at a glance.
Having an accurate, up-to-date picture of your finances is essential for everyone, no matter your age, stage of life, or financial goals. Our service tracks your income and expenses, reconciles your accounts, and watches for errors or suspicious activity, giving you the clarity and confidence to make informed decisions while knowing your money is being monitored regularly.
Track & Monitor all Transactions
We record your income and expenses weekly, tag tax-related items, and watch for unusual transactions or errors. Should we find an unusual or suspicious activity, we will reach out to you promptly.
Reconcile Accounts & Resolve Discrepancies
We review bank, credit card, and investment account statements monthly to ensure accuracy and resolve any discrepancies.
Provide Reports & Collaborate with Other Professionnals
We provide clear, easy-to-read reports and, with your permission, share them with your CPA, financial advisor, or attorney to keep your financial team aligned.
Who Expense Tracking & Account Reconciliation Are Designed For
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Seniors & Adult Children needing an additional pair of eyes as a safeguard against fraud and scams
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Busy professionals with complex finances and no time for digging into the details
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People in life transitions, such as divorce or the death of spouse, requiring assistance during the stressful phase of life
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Anyone seeking clarity and wanting a better understanding of income and expenses
Serving Vancouver WA, Portland Metro, and Beyond
We are proudly based in Vancouver, Washington, and offer our expense tracking & account reconciliation service throughout the greater Portland metro area, as well as across Oregon and Washington. Many of our clients live in cities like Portland, Beaverton, Tigard, Gresham, and Hillsboro, while others are right here in Vancouver and Clark County.
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Although we have deep roots in the Pacific Northwest, our daily money management services are also available remotely. Whether you are a local senior looking for hands-on help or a busy professional living out of state who needs trusted financial oversight, we are equipped to serve you with the same level of care and consistency.
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No matter where you are located, we provide reliable services and all the reports to give you clarity over your finances.
Expense Tracking & Account Reconciliation FAQs
What is included, and how often do you check my accounts?
We track and categorize your income and expenses weekly, tagging all tax-related transactions for easy retrieval. We also review your account balances and transactions to catch any errors or unusual activity early. Monthly, we reconcile all statements to ensure accuracy.
How do you protect my accounts?
Regular monitoring and reconciliations allow us to detect unauthorized or suspicious activity quickly. If something looks off, we investigate promptly and coordinate with your bank, card issuer, or advisor to resolve the issue.
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What kind of reports will I receive, and do you work with my other professionals?
You receive clear summaries of income, expenses, and account balances, tailored to your needs. With your permission, we can also share these reports with your CPA, financial advisor, or attorney to keep your entire financial team aligned.
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