Hi all. I have a need to outsource the management of my personal financial information.
* Monthly banking reconciliations.
* Monthly financial reporting (e.g., cash flow, major expense areas, changes in expenses, net worth).
* Handling of disputes with credit cards, etc.
I have 1 banking account, 1 401k, 1 Roth IRA, 1 AmEx, 1 mort...
Skills: financial forecasting, intuit quicken, accounting, bookkeeping