Daily Money Management Solutions

For Individuals and Small Businesses

East Beckwith Associates offers daily money management services for individuals and financial assistance for small businesses.

Our services for individuals are designed to help you manage your money and deal with your every day financial needs: bill paying, check book balancing, developing a budget, correcting creditor issues, organizing estate documents, and more. We assist individuals from all walks of life and are especially proud of helping seniors remain independent and age in place.

• As an individual are you overwhelmed dealing with your daily money management needs? Individual and Business Money Management Assistance
• Are you a senior striving to remain independent but struggling each month to deal with all the paperwork and bills that arrive?
• Do you have a budget in place that encompasses your daily needs and goals?

For the overwhelmed small business owner, East Beckwith Associates is poised to provide you with a part-time CFO and bookkeeping expertise. Whether establishing the processes and systems to effectively manage your new business’ everyday financial needs or helping analyze and improve an existing business, we look forward to helping you reach your goals.

• Are you a small business owner who is trying to do everything?
• Do you understand the impact on your cash flow tomorrow of decisions made today?

Our services are tailored to meet your needs and can be billed hourly or on a project basis. Contact us for a free initial consultation to discuss your needs and see how we may be able to help.