Services

---

O’Brien & Company was conceived as a unique service, designed specifically for those who find managing financial affairs an inconvenience or worse.  We offer an efficient and timely disbursal of payments to meet monthly obligations, both ordinary and extraordinary.  This is essential, not only from an economic point of view, but also for peace of mind.

If you are a professional, traveler, retired individual or small business, the time and energy expended maintaining monthly accounts will be free for more productive, profitable and enjoyable pursuits.

Our service is designed to provide the most cost-effective and confidential method of managing our client's financial affairs.

The scope of our services enables us to provide our clients freedom from the burdensome details of day-to-day bill verification, check writing and account reconciliation, with recap of expenses on a quarterly basis and annual basis sorted for tax purposes.  This added service will prove critical in those hectic days and hours preparing for the tax accountant.