Financial Care Concierge ®

What does it mean to be a Financial Care Concierge ®? 

Case Studies

Accounting Resource Group employs caring, trustworthy financial experts who take a personal interest in each and every one of their clients.  Our Financial Care Concierge ® service takes those traits one step further and brings them into the homes of our clients who wish to have very personalized service. 

Whether for an executive too busy to maintain personal finances, a widow or widower, high net-worth individual or family, etc. our concierge services are designed to provide you with the expertise to organize your financial life  and bring you peace of mind.  

  • Bill Paying & Recordkeeping
  • Family Office Services
  • Banking
  • Credit Card Expense Tracking
  • Mail Processing & Communications
  • Coordination with Financial Advisors
  • Budgeting & Cash Flow Management
  • Income Tax Preparation & Planning
  • Life Concierge -additional services customized to suit your needs

We approach ALL your important matters with the utmost confidence!  Let us know how we can be of service to you or one of your loved ones.

 

Client Testimonials:

We chose the Financial Care Concierge ® services provided by Accounting Resource Group at a point in our lives where we no longer wanted the stress and worry of handling our finances ourselves.  Quite simply, our personal concierge brings us peace of mind. 

Jacki comes to our home 2 times per month, reviews with us our current financial status and makes sure our bills are paid in a timely manner.  At the appropriate time, Jacki will prepare all of our tax documents and throughout the year, she very capably serves as intermediary to our financial advisor. 

Jacki is fantastic!!  Truly invaluable is the confidence and trust we have in Jacki and Accounting Resource Group.  We would highly recommend this service to others. 

Joan S., Minneapolis


Why do we use the Financial Care Concierge ® services at Accounting Resource Group?  We are at a time in our lives where we want to be fiscally responsible, but also want the flexibility to travel and enjoy life without worry or the time needed to manage daily and monthly finances.   We now have calm and confidence knowing that our bills are being paid on time, that our cash flow is being monitored with accuracy and timeliness and that our "concierge" provides us with forecasting expertise.  With the ongoing "eyes" on our finances, we are able to plan for the future and enjoy life without worry.

Paul A.:  Wayzata, MN & Naples, FL

 

Not only is Jacki Kolkman a skilled personal concierge, it is also a true delight to work with her!

Sometime after my husband passed away, I hired the Financial Concierge Services provided by Accounting Resource Group to pay my bills, track my general financial expenses and prepare my tax documents.  At times, Jacki also serves as my intermediary with my financial advisor. She comes to  my home every two weeks to carry out these responsibilities.  It gives me such peace of mind to have Jacki's professional, trustworthy and efficient assistance.  Her competence and sunny disposition always puts a smile on my face.

I am most grateful for Jacki's invaluable services!  I would highly recommend her and Accounting Resource Group to others.

Rosemarie R.:  Plymouth, MN

 



Schedule a Consultation


Get In Touch


Featured Articles


Subscribe to our Emailed Newsletter