Specialties
Daily Money Management, personal project management & tech support for busy professionals and retirees.
Services include:
-managing and reconciling personal financial accounts, paying bills, and organizing tax information
-coordinating with your CPA, investment advisor, rental property manager and/or estate attorney to maintain or update assets
-personal and household budgeting
-handling mail & other paperwork on a regular basis
-organizing personal files and home office
-private computer tutoring and support
-Quicken and Mint training and support
-managing household projects
Services are available for a single project, or on an extended basis to manage ongoing personal business needs.
Contact me today for a free in-home consultation, and find out how I can make your life, or the life of a loved one, a little easier.
Primary service area includes Albermarle, Greene, Orange & Madison counties, including the cities of Charlottesville, Crozet, Keswick, Gordonsville, and Barboursville. Service outside this area may be subject to travel charge.
History
Established in 2013.
Personal Business Concierge was created by blending my professional expertise gained over a long career in financial management and technical support with my many years of experience managing financial and technical affairs for individuals and families.
Meet the Business Owner: Linda S.
-Over 30 years of professional experience managing the financial, administrative, and technical needs of individuals and small businesses
- BS in Commerce from the University of Virginia
- Member, American Association of Daily Money Managers
- Fully licensed, and professionally insured by Lloyds of London