Other Services

BPS provides can provide a customized approach to our services and has the ability to handle special projects. If you don’t see a service listed-just ask.  Our services have the ability to address any situation so our clients are able to have as much control or as little involvement as they choose.

Organization of Paperwork

BPS can organize your files and financial records.  We can create a filing system that can get you organized for the present and the future. This can be a one time service or as often as you like.


Household Management Services:

Management of primary and secondary homes and rental properties
Implement household maintenance schedule
Coordination of outside services
Assistance with selecting vendors and due diligence review
Risk management-review insurance policies for proper coverage
Move management and coordination
Inventory and management of personal property
Vacant property check 

This service is great for the busy professional or individuals who travel frequently. 


Organization for Tax Return Preparation

For those people that bring a shoe box full of receipts to their CPA, we have the service just for you.  BPS can organize and input your financial information into a system that your tax preparer can understand. We can also help track down deductions and fill out your tax organizer.