Cornerstone Money Management, LLC
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 ​Organizing And Managing Your Daily Finances

​Cornerstone Money Management, LLC
​is ready to help you organize and manage your daily financial life:
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  • ​Organize your financial paperwork and records
  • Write checks from your checking account and pay your bills
  • Reconcile your checking account
  • Make bank deposits
  • Prepare and maintain a budget
  • Set up a filing system for financial records
  • Organize and prepare financial information for income tax filing
  • Review credit card statements and/or investment statements
  • Negotiate with creditors and/or correct billing errors
  • Verify proper processing of medical claims
  • Refer you to legal, tax and/or investment professionals

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Beth Carroll, CPA 
Click here for Bio

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SCHEDULE A FREE INITIAL CONSULTATION

[email protected]  ~ (401) 323-4895

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  • Home
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