Daily Money Management

We handle your finances, so you can focus on the important things in life.

Personal Finance at a Personal Level

The LC Group offers a wide range of services and personalized approach to every client’s needs.

As an experienced daily money management and bookkeeping firm, we tailor our wide array of professional services to meet the individual needs of our clients, who include:

  • busy professionals and families seeking assistance in getting their bills and taxes paid
    on time
  • high-net-worth individuals requiring financial management of their accounts
  • divorcees or widowers faced with becoming more financially organized and independent
  • small business owners who want to outsource their paperwork or bookkeeping
  • senior citizens and families with elderly relatives who are no longer able to oversee their financial affairs … and many others

Our services are billed by the hour and conducted with great care. We save you worry and time while getting you financially fit and organized.

Our comprehensive services include, but are not limited to, the following:

  • Perform all basic bill paying duties and handle all financial mail
  • Balance checkbooks, credit cards and investment accounts
  • File insurance claims and contact insurance companies on your behalf
  • Install and maintain accounting software such as Quicken, plus provide hands-on training to clients
  • Organize and review tax documents in preparation for your accountant
  • Oversee Payroll
  • Prepare personalized budgets and financial goal setting
  • Monitor your credit card activity to ensure accuracy and avoid fraud
  • Interact with other professionals such as bankers, CPAs, insurance agents, and financial partners to protect your best interests
  • Provide detailed reports regarding your financial affairs
  • Assist with elder care account services

We take great pride in our work, and we provide a complimentary evaluation of your needs.

We welcome the opportunity to work with you