BEACON FINANCIAL SOLUTIONS

Daily Money Management

Individual, Business, Non-Profit


  • Tracking Expenses/ Bill Payment
  • Tracking Income/ Check Deposits
  • Reconciling Bank Accounts
  • Monthly Spending Reports
  • Mail Management
  • Payroll

Financial Coaching

Individual, Family


  • Spending Plans (Budgets), Debt Elimination Plans, Savings Plans
  • Monthly and bi-monthly follow-up

Tax Preparation

Individual, Small Business


  • Yearly, monthly, quarterly tax preparation
  • Amendments
  • Extensions
  • State Filings