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Personal Money Management

Custom Business Solutions, LLC also offers personal financial management services to individuals. Our clients are:

  • Busy people who want to ensure that their bills are taken care of.
  • Business owners whose business and personal finances are connected.
  • Seniors or disabled individuals who wish to maintain their independence but have difficulty managing their personal bills and finances.
  • Frequent travelers.
  • Credit-challenged individuals trying to rebuild their credit due to late payments.
  • Anyone who wants greater control over their personal finances, and more peace-of-mind.

Here's what we offer:

  • All mail opened, organized, meticulously stored.
  • Bills verified and paid.
  • Checkbook balanced.
  • Personal papers organized.
  • Home payroll (for maids, nannies, etc) processed.
  • Credit card accounts reconciled.
  • IRAs, 401Ks, and other investment accounts reconciled.
  • Monthly personal financial statements prepared.
  • Year-end financial package put together for your tax preparer.

Benefits to our clients:

  • Meet your Personal Financial Goals: "Pay yourself first" financial management - ensure that your savings and investing goals are met.
  • Save Money on Late Fees: Late fees are eliminated when your bills are paid on time. Many of our clients save hundreds of dollars a month, or thousands per year, in late fees that accumulated due to paying their bills just a few days late each month.
  • Repair your Credit: You can dramatically improve your credit in as little as six months by simply paying your bills on time. For many people, this is hard to do. Custom Business Solutions, LLC's service ensures that your bills are paid on time, every time!
  • Peace-of-Mind: Gain comfort in the security of knowing that no matter what, your finances are taken care of.
  • Easy Access to Important Personal Records: With Custom Business Solutions, LLC's service, you never have to wonder where a certain receipt, bill, or record is. We'll methodically organize and if you'd like, store these items so that you will always have access to them.
  • Budget More Effectively: Custom Business Solutions, LLC's clients find it much easier to create and manage a budget when their finances are under control.
  • Save Time: You'll have more time to do what you want to do when Custom Business Solutions, LLC takes care of the chores of opening and processing mail, verifying the accuracy of bills, writing checks to pay bills, and balancing your checkbook.