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The Mass Bookkeeper focuses on services for individuals seeking to manage their bookkeeping and personal finances with ease and privacy. Gail’s personal finance in-home services include: bill-paying and management in one or multiple properties; balancing checkbooks; transferring client funds as needed; and general personal finance consultation and professional advice. Gail also offers organizational services to make the client’s financial life easier, including: tax document collection and secure transfer to the client’s accountant or tax preparer; file organization, including thinning out and consolidating dated files and removing sensitive documents for shredding; and creating and implementing personalized filing systems for loose papers, including ordering folders, filing tabs, and other necessary materials to remove the hassle for the client. Remote services include Zoom, phone consultations, secure file transfers, email and mail forwarding, and trusted account access. Gail also has the ability to travel to clients in MetroWest Boston and Eastern Massachusetts for in-person consultation. Services are limited to individuals only; Gail is not offering bookkeeping for businesses. If you have a question about individual services, please contact the Mass Bookkeeper today for more information. Because confidentiality is a cornerstone of Gail’s work, client references are available upon request.

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