We realize many individuals desire and appreciate some personalized training regarding their personal finances.
In 2020, we instituted CDC guidelines in our office, and offer both limited in-person and remote training.
For in-person training, we ask you be COVID-19 symptom free, and please wear a mask for your appointment. If you have had COVID-19, we do ask you to have had your negative test. We will happily re-appoint any person who is feeling ill, even if you let us have only short notice.
We also offer remote training. For this type of training, you need to already have a reliable internet provider and computer. When we have our initial phone consultation, we can go over specific software and login information, as well as your concerns.
We have successfully trained individuals who have basic computer skills but often needed more to make their financial lives easier, so you don't need to be a "computer whiz" to get better skills.
We also frequently meet with new rental property owners who have the foresight to consult with us quickly after obtaining their property and before a big tax bill arrives.
We offer training sessions tailored for the individual, which may include one or more of the following sample topics:
● Record retention – easy to use best practices and how long to keep documents
● Keeping manual records v. using simple computer software, Part I – does this make sense for you.