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Beth Carroll, CPA
Cornerstone Money Management, LLC
Portsmouth, RI 02871
Phone: (401) 323-4895
Email: beth@cornerstonemoneymgmt.com
If you have any questions or are interested in our services, please fill out this short form or call Beth Carroll now at (401) 323-4895.
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Organizing financial paperwork
Writing checks from checking account and paying bills
Reconciling checking account
Making bank deposits
Preparing and maintaining a budget
Setting up a filing system for financial records
Organizing and preparing financial information for income tax filing
Reviewing credit card statements and/or investment statements
Negotiating with creditors and/or correcting billing errors
Verifying proper processing of medical claims
Referring to legal, tax and/or investment professionals
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Home
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About
Contact
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Client Testimonials