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Service

Expense Management

Personal Expense Management

EXPENSE MANAGEMENT IS A 2 PART SERVICE TO EXPLORE & ANALYZE:

1 | THE INTERNAL SYSTEMS YOUR FAMILY HAS FOR PERSONAL EXPENSE TRACKING; AND,

2 | HOW THE FAMILY CONTROLS THESE EXPENSES WITHIN THE MONTHLY HOUSEHOLD BUDGET.

This is for families who need help budgeting and monitoring the spending habits of their household. Whether you are a senior living on a strict income, growing family with a limited budget, or new business owner starting a business from the ground up, managing your personal expenses and only paying for what you can afford equals peace of mind. If you have a family and need help creating systems for your live-in adult children, then this service will help you set boundaries and instill responsible life-long financial habits. 

How does pricing work?

EXPENSE MANAGEMENT IS A FLAT FEE. CUSTOM PRICING IS GIVEN ON A CASE-BY-CASE BASIS. SUR OFFERS 10 SPOTS A MONTH TO INDIVIDUALS LOOKING FOR THIS TYPE OF HANDS-ON EXPERIENCE THAT WILL TRANSFORM THEIR HOME LIFE AND ELIMINATE FINANCIAL WORRY. PLEASE FILL OUT THE FORM BELOW & SET-UP A FREE CONSULTATION.

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Business Expense Management

EXPENSE MANAGEMENT IS A 2 PART SERVICE TO EXPLORE & ANALYZE:

1 | THE INTERNAL SYSTEMS A COMPANY HAS FOR EMPLOYEE EXPENSE TRACKING; AND,

2 | HOW A COMPANY PROCESSES THESE EXPENSES WITHIN THE ACCOUNTING SYSTEM.

If you have employees who pay out-of-pocket for travel, meals, fuel, etc. then it is important to have systems and policies and procedures in place for how they expense and receive reimbursement. Typically, a manual process will ​involve the employee submitting a record of the expense, before giving it to a manager to approve, who will then submit to the accounting department for processing and filing. These internal measures are essential for businesses with employees.

"WITH GREAT GROWTH,
COMES GREAT ACCOUNTABILITY."

-SPIDERMAN'S BOOKKEEPER

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