Individual Accounting Needs

Just as a business needs reliable and accurate financial information in order to make informed decisions, individuals need this information as well. Kopmeyer & Talty can:

  • Reconcile bank accounts
  • Reconcile credit cards
  • Prepare personal financial statements
  • Get you up and running on Quicken or Microsoft Money
  • Do your monthly household accounting
  • Review and interpret monthly investment account statements
  • Develop a personal budget
  • Develop a list of assets and debts for estate planning purposes
  • Review beneficiary designations
  • Assist you with retirement planning