Do any of the following statements sound familiar?
"I really wish I had my financial records organized, but I still just toss them in a shoebox."
"I can't make heads or tails out of these medical bills, insurance reimbursements, and explanations of benefits."
“I like the idea of online bill paying and computerizing my finances, but I have no idea how to get started.”
If this sounds like you, we can help!
Jakubson Financial Organizers will organize your financial records, set up online access to your accounts, teach you how to use QuickenTM personal finance software, and track your medical bills and reimbursements. We will help you manage your financial affairs electronically, through online account setup and using QuickenTM financial management software.
So if you need a QuickenTM setup help or QuickenTM training and tutoring, or if you want more extensive personal financial assistance, please contact us.
Jakubson Financial Organizers provides QuickenTM consulting and financial organizational services in the entire San Francisco Bay Area. We also provide online assistance nationwide using GoToMeeting. We are fully insured, and can provide you with excellent references. Best of all, WE MAKE HOUSECALLS!!!
Note: Quicken is a trademark of Intuit Corporation. Jakubson Financial Organizers is an independent consultancy and is not affiliated in any way with Intuit Corporation.
Questions or comments? Get in touch with us at:
Jakubson Financial Organizers 30 Sunrise Court, Suite 100 Menlo Park, CA 94025
