Personal Accounting Services

Protea understands you are busy. Let us help you find time for the important things in life.


We Understand the Importance of Personal Accounting Services

Welcome to Protea Financial. We have been providing high quality accounting services since 2014. Our team of 40+ specialize in highly customized accounting services tailored to the unique needs of individuals. Our mission is to manage the everyday financial tasks that consume your precious time, so you can focus more on what truly matters to you.

Whether you’re juggling multiple responsibilities or simply seeking a more organized financial life, our team of financial experts is here to provide you with top-tier personal accounting services. Discover the convenience and peace of mind that comes with having Protea Financial handle your personal finances.

Our Approach Is Different

Protea Financial People Discussing Personal Wealth Management

At Protea Financial, we understand the complexities of managing personal finances in today’s fast-paced world. Our Personal Accounting Services are designed to offload the burden of financial chores from your shoulders, allowing you to focus on what truly matters in life. From daily bill management to sophisticated cash flow projections and specialized bookkeeping, we provide a comprehensive suite of services tailored to meet the unique needs of each client. Our expert team ensures accuracy, confidentiality, and strategic management of your financial affairs, empowering you to make informed decisions with peace of mind. Trust Protea to simplify your financial landscape and enhance your life’s financial quality.


Our Personal Accounting Services

Our tailored personal accounting services are designed to manage your financial affairs efficiently, giving you peace of mind and more time to enjoy life’s important moments. Here are some of the personal accounting services we provide our clients:

Bill Paying: Stay on top of your payments without the hassle. We manage and pay your bills on time, ensuring you never miss a due date.

Household Employee Payroll/Accounting: We handle payroll and all associated accounting needs for household staff, ensuring compliance and accuracy.

Expense Tracking: Keep track of where your money goes. Our detailed expense tracking helps you understand your spending habits better.

Budgeting: Develop and maintain a personal budget that helps you achieve your financial goals while living the lifestyle you desire.

Personal Balance Sheet: Gain a clear, comprehensive view of your assets and liabilities with a professionally prepared personal balance sheet.

Cash Flow Planning/Projections: Plan your financial future with precise cash flow forecasting.

Reporting: Simplify your life by consolidating all your investment statements into clear, concise quarterly or monthly reports.

Bank Account Reconciliation: Ensure all your banking activities are accurate and accounted for with our thorough reconciliation services.

Trust/Trustee Bookkeeping and Accounting: Expert management of trust accounts, providing transparency and accuracy for trustees.

Non-Profit/Foundation Bookkeeping and Accounting: Specialized accounting support for your philanthropic endeavors, helping you focus on giving back without the financial distraction.

Special Services: From renovation budget tracking to managing the finances of second homes and private aviation, our custom services are designed to fit your unique lifestyle needs.

Why Choose Protea Financial?

Expertise You Can Trust: Our team of financial experts brings years of experience and deep industry knowledge to ensure that your personal accounting needs are met with the highest standards of professionalism and confidentiality.

Customized Solutions: At Protea Financial, we understand that every individual’s financial situation is unique. We tailor our services to match your specific needs and preferences, providing a truly personalized experience.

Focus on Security: Your financial security is our top priority. We employ robust measures to protect your sensitive information and ensure your financial data is secure at all times.

Seamless Integration: Our services integrate smoothly into your life, making financial management effortless. We work closely with you to ensure that our services complement your lifestyle and financial objectives.

Get Started Today

Ready to free up your time and streamline your financial management? Contact Protea Financial today to discuss how our personal accounting services can be tailored to your needs. Let us handle the details, so you can enjoy the more important parts of life without financial worry.