Organizing your finances and tracking your day-to-day expenses is a daunting task for most, especially if you have piles of receipts and statements stuffed into a drawer. The first step in being financially organized is to gather all your financial information on your bank accounts, credit card accounts and bills and plug them into one secure source.
Knowing how much and what you can spend your money on is the key to a healthy financial life. We will sit down with you and plan a financial strategy that will be easy to implement. You will have freedom and security by eliminating the constant worry and pressure of keeping on top of your finances.
We can schedule and categorize all of your recurring bill payments and transactions. We will put together a calendar of when all your bills are due, eliminating potential late fees and the stress of keeping track of it all. We can also help reduce paper clutter and lost bills by updating your bills to electronic delivery. All of your statements will be organized in one place and easy to access at any time.
When it comes to tax time, we'll have everything ready for your CPA with the push of a button. It doesn’t get much easier than that! If you're one of those analytical types, you'll really enjoy our reporting feature where you can spend as much time as you want analyzing and tracking your spending habits.
We know it is important for you to have secure access to your information so that you can make informed financial decisions. Periscope provides you with a bank-level secure login portal, right from our website, available to you online from anywhere at any time.