INDIVIDUALS

Are your finances complex enough to require professional assistance?

Don’t have the time or interest in managing your bookkeeping and accounting?

Want to take care of your own books but need help getting set up?

Regardless of your situation, CoHo is here to help. We provide assistance for high net worth individuals and families, individuals unable to manage their own finances or facing a temporary need for help, and any other individual seeking guidance to get their finances in order.

We can also work seamlessly with your CPA, lawyer and other advisors, and can assemble the right experts to complete your professional team.

Always sensitive, caring and respectful, CoHo will partner with you to help you realize your financial goals with tailored services that will make your life easier. Our goal is your peace of mind.

Here are just some of the services we offer:

FINANCIAL PLAN AND IMPLEMENTATION

  • Review your financial situation with you
  • Set up or fine tune your Quicken/QuickBooks
  • Create a budget and spending plan, including cash flow analysis

DAILY, WEEKLY AND MONTHLY MONEY MANAGEMENT

  • Create systems to separate discretionary funds, bill payment funds and savings
  • Record your income and expenses and reconcile your accounts
  • Manage and/or pay your bills

REPORTING

  • Provide weekly, monthly and quarterly reporting for you or your proxy

TAX PREPAREDNESS

  • Prepare you to meet with your tax specialist
  • Calculate and pay quarterly taxes
  • Support in your tax planning goals

PAYROLL FOR HOME CARE WORKERS

  • Calculate and produce paychecks
  • Prepare and file employment tax returns (quarterly, annual W2/W3)
  • Provide your tax preparer with data needed to complete your Schedule H, and you with quarterly tax payment information

COACHING

  • Help clarify your financial needs and goals
  • Provide guidance in making decisions
  • Facilitate discussion regarding shared resources and responsibilities

SPECIAL PROJECTS

  • Prepare you to meet with your loan officer to finance a real estate purchase
  • Work with you to manage your debt and credit cards
  • Provide focused support for major financial changes, such as marriage, having a child, inheritance, divorce, etc.