SCA Financial Services is dedicated to freeing our clients from some of their personal affairs by assisting in the efficient organization and management of household finances. We can collaborate with your family members, legal teams, accountants, bank officers and insurance agents; as well as, elder care and investment teams.
SCA Financial Services offers the following customized and confidential financial services:
Daily Money Management
- Customized bill paying
- Prepare periodic income and expense statements
- Track expenses
- Reconcile bank statements
- Review and process mail
- Organize files and sort paperwork
Organization of Personal Affairs
- Schedule and coordinate appointments
- Facilitate a move or re-location
- Assist in disposition of household effects
- Arrange household maintenance vendors
- Manage travel arrangements
Tax Data Compilation and Reporting
- Compile, organize and submit income tax data to your accounting professional
- Ensure timely payment of quarterly tax estimates
- Manage payment of real estate property taxes
Insurance Evaluations
- Health Insurance
- Home and Auto Insurance
- Disability Insurance
- Life Insurance
Bookkeeping for Small Businesses
- Invoice customers
- File maintenance
- Reconcile bank statements
- Arranging for household maintenance vendors
- Utilization of software, such as Quicken and QuickBooks, for tracking and efficiency