Managed Cash Flow for Powerful People

You Manage an Empire, Do You Really Want to Manage Your Checkbook?

$495.00Per Month
  • Bank Account Management
  • Credit Card Management
  • Monthly Financial Reports
  • Year End Tax Reports
  • Your Personal Concierge

This is our standard cash management system. If your personal finances only include you and your immediate family, this is the program for you.  You get all the personal attention and features that will provide you with the best in financial concierge service.

$1495.00Per Month
  • Bank Account Management
  • Credit Card Management
  • Monthly Financial Reports
  • Year End Tax Reports
  • Your Personal Concierge
  • Bill Pay
  • Budget Preparation and Assistance
  • Monthly Cash Flow Statements
  • Tenant/Client Billing & Receipts
  • Payroll

This program has all of the bells and whistles but includes multiple bank accounts, rental receipts and more complexity than the other plans. If you have even more complexity, don't worry. We can handle it and will find a special plan for you. Just ask.

One Time Initial Set Up Fee: Equal to one monthly fee.  Clean Up and Catch Up: Priced separately.  Business customization upon request.

More Money - Less Stress - No Messes - Financial Wellness

  • More Money

    “I can’t believe how much available money I have now.”

  • Enjoy Your Time

    “I have time to spend on me, with my kids and do what I want to do.”

  • Simplified Life

    “I am so relieved. I feel like I have breathing room.”

  • A Reputable Confidant

    “I feel like my finances are under control and I can see the future.”

"From the first time Cornerstone worked on my books, they paid for themselves by finding revenue buried in my poor bookkeeping techniques. Seven years later they continue to be an asset to my income flow with concise financial reporting to my customers providing clear financial reports and invoicing. They have always been consistent at delivering high professional integrity and trust when it comes to the sensitivity of my financial reporting."   - Tom Demaranville

"Cornerstone came into my life at a time when my company was in chaos. Their investigative accounting skills were paramount for getting my books and my business back on track. I rely on Cornerstone's staff for making sure that my books are on point and relaying them to my tax preparer. I would recommend Cornerstone to anyone looking for superior bookkeeping skills." - Jo

What You Get with Concierge Accounting Services

The Concierge Accounting Services Team

Sislei Goldmith - Senior Bookkeeper

Cori Bergeron - Senior Bookkeeper


Ali Bacon - Bookkeeper


Start Your Concierge Service Today

Click Here to Get Started This is a personal and private one on one consultation

Discover the relief of having a trusted and confidential money concierge.

I will personally and confidentially contact you to set up a 30 minute conversation to discover your needs and tell you about my program. – Kelly Lapham

privacy We value your privacy

More Money.  Less Stress.  No Messes.

Financial Wellness.


Cornerstone Accounting Services, Nevada City, CA