With the ever present demands of managing our personal finances and more and more transactions being processed electronically, The Accounts Office is introducing a new service. Our aim, says Moyra of The Accounts Office, is to assist individuals battling with managing all their personal accounts and timeous payments, whether through lack of confidence, lack of technical knowledge, lack of time or organisation.
Personal Financial Account services include:
Managing monthly accounts and ensuring accounts are paid on time
Keeping track of income and expenses
Submitting of medical claims
Submitting Tax Certificates to your Tax consultant
Meeting with you regularly to ensure you are up to date with your financial affairs
Assist in setting up internet banking
Assist with account payments on internet banking, removing the security risk and fees involved with cash, and cheques.
Assisting on cost saving where possible.
A confidentiality form will be signed to allow you peace of mind that your accounts will remain confidential.
For more details or a meeting to see where The Accounts Office can assist, please contact Moyra on +27 (0)82 4102 111.