Concierge Financial Care

Whether you’re an executive or business owner too busy to maintain your personal finances, a high net-worth individual, or just someone with no time or energy to be bothered with your finances, our concierge services are designed with you in mind.  Not Just Accounting will provide you with the expertise to not only organize your finances, but bring you peace of mind and ensure that you and your financial well-being are in focus and top-of-mind.

Your personal financial care concierge develops a plan that makes it quick and easy to work together and deliver the best services to our clients.  Most of our clients are growing businesses and entrepreneurs who want to focus on what they do best and let us focus on what we do best.

Concierge Financial Care Services include:

  • Accounting & Bookkeeping Services
  • On-site visits
  • 24-7 on call assistance
  • Bill Paying & Recordkeeping
  • Banking
  • Credit Card Expense Tracking
  • Mail Processing & Communications
  • Coordination with Financial Advisors
  • Budgeting & Cash Flow Management
  • Additional services customized to suit your needs

What makes us stand out from other firms offering similar services?  We’re proactive, accurate, thorough, available to our concierge clients during non-traditional business hours and we genuinely care about your peace of mind and financial health.