Services

BPS is a full service daily money management and fiduciary company dedicated to helping individuals and small businesses manage their day to day affairs.   We know that every client’s situation is unique; therefore we pride ourselves on offering a customized approach that will meet the particular needs of each client.

Services Provided:

Daily Money Management- Let us help you manage your day to day financial affairs. We can handle it all. Bill paying, budgeting, banking, insurance claims management, debt management and coordination of services. 

Elder Care & Fiduciary Services- Specializing in serving the needs of seniors, person’s with disabilities and their families. We provide daily money management, financial power of attorney, conservatorship/guardian of the estate, personal representative/executor, representative payee, financial coaching for families caring for older adults and fiduciary monitoring and auditing.

Small Business Bookkeeping- Accounting and bookkeeping services for small businesses

Lifestyle Management- Let us take care of all the details. Daily money management, household & property management, personal concierge, insurance and document management, healthcare management and so much more. 

Financial Coaching- If you need help getting out of debt, savings money, budgeting and becoming financially fit, this service is right for you.

Other Services- Organization of financial information for tax return preparation, case management services for attorneys, etc. 

If you would like to learn more about our services or would like to schedule an initial consultation, please contact our office.