REGULAR EXPENSE
AND INCOME MANAGEMENT

At Oaks Financial Management we pay your bills, handle your checks, deposit your income and manage your credit cards. We provide you with a comprehensive summary of all cash flows and transactions that occurred during the previous period. This review is organized in a fashion that is easy to read and understand. Importantly, you will see what actions can be taken to improve your financial well-being.

PAYROLL MANAGEMENT
AND REPORTING

Many of our clients need payroll management services for their household or company employees. We manage and record the payroll while insuring the timeliness and accuracy of payroll taxes and reporting.

FINANCIAL CORRESPONDENCE

At Oaks Financial Management we are available to handle the preparation of documents such as insurance claims, mortgage applications, and school loans, inquiries from the Internal Revenue Service as well as state and local taxing authorities. Any special assistance that we provide is processed with the minimum of distraction to your daily routine.