Personal Finance Services

I. Basic Quicken Tutorial : approx. 1.5 hour
This tutorial provides you with an overview of the tools offered by the accounting software. At the end of the tutorial you will be left with a document with step by step instructions on how to set up the software on your own.
We believe that the personal approach of a Quickens expert makes the transition to computerized accounting more approachable and faster than trying to read a manual on your own.

II. Personalized Quicken set up: 2 to 4 hours
This service includes setting up the Quicken software to match your household needs. This service includes but is not limited to: bank accounts links to Quicken, set up of automatic payments, personalize expense categories and reporting.

III. Cost Saving Tips: 1.5 hour
This tutorial provides you with information on some of the best cost savings options available for your everyday expenses such as utilities, bank account and credit card interest rates, college saving funds etc. You will be provided with a document explaining different options available with links to these companies’ websites.

• Requirements: In order to provide you with these services, the software must be purchased and installed before the scheduled appointment. Assistance with the installation of the software can also be provided.