Since 2005, Controllership Solutions LLC has been trusted to help individuals and families maintain and organize their personal accounting in accordance with our l persona accounting philosophy.
Here’s what a few clients have had to say about our service.
“Finally, I feel comfortable with my finances. Stephen Smith has lifted a great weight from my shoulders. For years I did not have an accurate account or control of my finances across multiple accounts. Now I sleep better and feel comforted knowing where my retirement money is invested and how it’s doing.”
“I could not be more pleased. Excellent and prompt service. You are quick to help me and I love being able to access my file at any time from your secure servers. Thank you for all of the help.”
“I have been very pleased with Quicken. Stephen has customized the program to allow me to track several alternative investments and I was able to make year–end investment decisions knowing that I have current stock basis/pricing in my portfolio.”
“What a great service! Quicken helps me easily keep diversified according to my investment objectives and it’s very interesting to see where our money is spent.”
“Great teacher! After just one day my Quicken file was up and running. Thanks for being so patient as you walked me through the features, reports, and set up. I’ve been updating my portfolio every day and it’s made a huge difference in my investing strategy and returns!”