Personal, Family and Small Business Accounting Services

Whether you're looking for a personal or a small business bookkeeper, we base our services on individual circumstances and tailor them to meet your needs.

By using our services, individuals, families, and small businesses can benefit from expert financial guidance and save time and resources.

Make an APPOINTMENT  today.

Checks & Balances for You

SMALL BUSINESS BOOKKEEPING, ACCOUNTING SERVICES, AND PERSONAL MONEY MANAGEMENT

Relieve those financial burdens, give yourself peace of mind and the time to spend on activities you enjoy.  We provide personal and small business bookkeeping and accounting services. Our work is back by a robust code of ethics and insurance designed for our profession.

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Proud Member of...

AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS (AADMM)

Daily Money Managers (DMMs) represent individuals and businesses in the field of daily money management. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses, and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.

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person holding pencil and stick note beside table

Susie Marbury

We manage day-to-day finances in a straightforward and non-intimidating manner. Whether our clients need help with paying bills and balancing accounts or bookkeeping for a small business, we deliver solutions based on their specific situations. 

AADMM Member

Sammie Sanchez-Davis

As DMMs and Small Business Bookkeepers, we utilize a holistic approach to assist with financial tasks so that our clients can focus on what matters. We customize services based on needs and strive to create lasting relationships.

AADMM Member

Services

Small business accounting

Personal and family bookkeeping

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