Searle Financial

Personal
Finance

Spend less time accounting

and more time relaxing.

We’ve done such a good job for our business clients, many of them also employ Searle Financial to help them with their personal finances as well. We can help you manage your finances and grow your wealth, with all the bookkeeping and personal tax preparation services you need on the home front.

Personal Finances Business

We've got this...

  • Quicken / Bookkeeping
  • Budgets
  • Income Tax Preparation
  • Bill Payment
  • Accounts Reconciliation
  • General Ledger
  • Tax Planning
  • Investment Planning & Management
  • Retirement Planning
  • College Savings Plans & 529 Setup
  • Financial Counseling
We can also assist you in other areas that are sometimes troublesome, including:
  • Computer & Email Setup
  • Computer Training
  • Networking
  • Data Security
  • Local & offsite data backups