| Your Trusted Advisor to Help Manage Your Financial Affairs |
The LC Group provides discreet personal bookkeeping and
daily money management services for individuals and small
business clients. Our goal is to be a trusted advisor to our
clients and to help our clients simplify their lives and free up
their time by handling the financial paperwork and day-to-day
administrative duties that often accumulate.
As a busy professional, you may need assistance getting your
bills and finances organized. As a small business owner, the
time constraints of running your business along with your
personal life may leave the bookkeeping aspect
overwhelming and confusing. Or you may have an elderly
relative who requires oversight of their financial affairs.
The LC Group can be of valuable assistance.
Because the nature of our work is highly personal and
confidential, we ensure the utmost discretion in handling
your affairs. The LC Group is fully insured for your protection
and signs a Code of Ethics for each of our clients.
We also tailor our services to meet the personal needs of
each client, whether high-net-worth individuals,
entrepreneurs, or senior citizens. We welcome long and short
term projects and we offer expertise in a wide range of
personal financial matters. The services we provide are
billed by the hour. Our services are individualized to each
particular client and include the following:
daily money management services for individuals and small
business clients. Our goal is to be a trusted advisor to our
clients and to help our clients simplify their lives and free up
their time by handling the financial paperwork and day-to-day
administrative duties that often accumulate.
As a busy professional, you may need assistance getting your
bills and finances organized. As a small business owner, the
time constraints of running your business along with your
personal life may leave the bookkeeping aspect
overwhelming and confusing. Or you may have an elderly
relative who requires oversight of their financial affairs.
The LC Group can be of valuable assistance.
Because the nature of our work is highly personal and
confidential, we ensure the utmost discretion in handling
your affairs. The LC Group is fully insured for your protection
and signs a Code of Ethics for each of our clients.
We also tailor our services to meet the personal needs of
each client, whether high-net-worth individuals,
entrepreneurs, or senior citizens. We welcome long and short
term projects and we offer expertise in a wide range of
personal financial matters. The services we provide are
billed by the hour. Our services are individualized to each
particular client and include the following:
| We take great pride in our work and provide a complimentary evaluation of your needs. Please feel free to contact us anytime to arrange for an appointment or to learn more about our firm and our services |
| Contact us: 908.720.8771 |
 | Perform all basic bill paying duties and handle all | |
| financial mail | ||
| Balance checkbooks, credit cards, and investment | |
| accounts | ||
| File insurance claims | |
| Set up, training and maintenance of accounting | |
| software | ||
| Organize tax documents | |
| Prepare personalized budgets | |
| Monitor your credit card activity to ensure accuracy | |
| and avoid fraud | ||
| Interact with other professionals such as bankers, | |
| CPAs, insurance agents, and financial partners on your behalf | ||
| Provide reports regarding your financial affairs | |
| Assist with elder care account services | |
The LC Group
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