Accounting, Taxes, College Funding Solutions

Some succeed because they are destined to,but most succeed because they are determined to.

-Unknown

Did you know that your State Treasurer maybe holding money that belongs to you?

That’s right, there are thousands of dollars in unclaimed property around the nation and just about all of the states have established programs for you to search and claim your money.

In South Carolina it is known as the Palmetto Payback Program. There are no fees or costs levied for this service nor are there any fees to claim the property.

Examples of unclaimed property include dormant bank accounts, uncashed checks (including paychecks), unclaimed insurance proceeds, forgotten utility deposits, uncashed dividend checks and unexchanged shares of stock.

Please click on the links below for Unclaimed Property searches in:

South Carolina

Nationwide

Friendly Money Tip

Certified Public Accountant and Consultant

864-881-1040

Services

We offers a range of personal and business client services. Being a small firm, our clients benefit by getting personalized and quality service. We have the business acumen and the experience to help our clients be more successful and increase their bottom line.

We are now offering two additional services: Financial Management Assistance for the elderly and Contract Employee Services.

Below is a list of our key services:

Financial Management Assistance

If an elderly family member requires assistance with their daily financial tasks, then our Financial Management Assistance program is an easy solution. Ordinary simple tasks such as reconciling a checkbook and paying household bills can become increasingly difficult for the elderly. With our program, you will receive the help of a caring, honest and knowledgeable professional to assist with the following:

Identifying and planning their retirement income, needs, and goals

Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed

Planning retirement account distributions and safeguarding against improper disbursements

Preparing an inventory of personal assets and investments

Reviewing and paying household bills, budgeting, and record keeping

Assistance with check writing and checkbook balancing

Contract Employee Services

Our Contract Employee Services is an easy solution to fill your short-term accounting personnel requirements, both domestically and internationally. With work performed throughout six continents, we offer our clients the benefit of our knowledge in understanding the various cultural differences and unique business environments. We can help your organization in areas such as: