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If Time Is Money,
    Save A Little of Both.

Since 1989, Birch Financial Services has been providing Smart Business Bookkeeping & Daily Money Manager Services

Smart Business Bookkeeping

Smart Business Bookkeeping Services Include:

  • Bill paying
  • Accounts receivable
  • Checkbook balancing
  • Bank deposits
  • Payroll preparation
  • Budgeting assistance
  • Monthly financial statement preparation
  • QuickBooks Pro Advisors

Daily Money Manager

Daily Money Manager is the safe, affordable way to:

  • Organize incoming mail & bills
  • Prepare bills for signature
  • Set a reasonable budget for you
  • Balance your checkbook
  • Perform medical claim filing & follow-ups
  • Work with your accountant, financial planner, tax service, etc.
Our goal is to help people & businesses concentrate more on what is important to them, & less on the rigors of day-to-day money management.
     Call for a FREE consultation:
We pride ourselves on our professionalism & attention to details. We also strive to work with your specific needs. We can work with your financial planner, tax accountant or CPA to provide seamless coverage.


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