PREMIUM
SERVICES
~ Maintain reports and organize
~ documentation for tax preparation
~ Reconcile investment activity
~ Prepare & File taxes for business,
~ personal, sales and payroll
~ Ensure property taxes, auto,
~ home and health insurance
~ premiums are paid
~ Liaison between clients and
~ attorneys, CPAs, or other professionals
~ Miscellaneous services mutually
~ agreed upon in advance
SHELLEY HOENE
314-605-2883
Shelley@AccountantsForAll.com
Shelley Hoene
has over 20 years in small business accounting with an emphasis
in tax preparation for the last nine years. In addition, she spent
five years as an auditor in the banking industry. Shelley earned
a Bachelor of Science in Business Administration, is an Enrolled
Agent (EA) with the IRS and is a Certified Senior Adviser (CSA).
SHELLEY HOENE
314-605-2883
Shelley@AccountantsForAll.com
314-605-2883
Shelley@AccountantsForAll.com
Shelley Hoene
has over 20 years in small business accounting with an emphasis
in tax preparation for the last nine years. In addition, she spent
five years as an auditor in the banking industry. Shelley earned
a Bachelor of Science in Business Administration, is an Enrolled
Agent (EA) with the IRS and is a Certified Senior Adviser (CSA).
SHELLEY HOENE
314-605-2883
Shelley@AccountantsForAll.com
BASIC SERVICES
~ Open, review and shred mail
~ Pay monthly bills and
~ prepare bank deposits
~ Balance bank accounts
~ Monitor credit card activity
~ Reconcile medical bills
~ Process insurance claims
~ Organize and file documents
~ prepare bank deposits
~ Balance bank accounts
~ Monitor credit card activity
~ Reconcile medical bills
~ Process insurance claims
~ Organize and file documents
Are you in need of a
daily money manager?
Are you a stressed small
business owner inundated with
paperwork, making it impossible
to focus on priorities?
Are you a retiree, do you travel
and or have a busy social
calendar, realizing that it can
be a challenge just to keep up
with mail, bills, due dates?
Are you a busy professional,
working long hours or traveling,
who would rather be relaxing
or spending quality time
with your family?
Are you facing a transition
in life due to death, divorce,
retirement, and would
appreciate some assistance
with organizing your affairs?
Are you the caregiver of a
parent, are you responsible for
all of their personal paperwork,
and do you miss spending
quality time with them?
Are you suffering from arthritis
or a debilitating physical
condition that makes handling
financial tasks difficult?
