How It Works

How Our Services Work

Customized Financial Management & Bookkeeping Services

My Accounting Office LLC provides customized financial management and bookkeeping services in Boca Raton, FL and Rochester, NY. We specialize in helping clients who have difficulty organizing their financial matters. Our accountants and financial professionals work with individuals and/or their family members to assist with bookkeeping, budgeting, bill paying, personal shopping, and more. Our firm is fully supported by the staff of LPWolch, CPAs, P.C., a full service accounting firm in Rochester, NY and Boca Raton, FL.

What Sets Our Financial Services Apart

Unlike other accounting firms, we provide truly customizable financial, tax, and bookkeeping services. Our financial professionals can participate at any level you choose. We serve clients of all ages and abilities. Whether you need help with personal shopping, budgeting, filling out forms, or real-time bank account balances, we will address your needs. In addition, we can work with creditors to ensure you are only paying what is needed.

Our services are provided on a real-time basis. Our clients’ accounts are assessed regularly to ensure availability of funds, accurate accounting, and to address any alerts issued by the bank in a timely manner.

What to Expect

We are bonded and insured and will advise and implement services at any depth and breadth you choose. We work closely with each client and/or their family members to ensure responsibilities and delegation of tasks are carefully confirmed. We work diligently to help every client achieve and maintain a peace of mind about their financial situation. Our services are detail-oriented, client-focused, and confidential. We are an advocate for all clients and treat everyone with patience and integrity.

Looking to optimize financial management for you or a loved one? Our Firm is here for you!

Delivering the Highest Standard of Financial Services

The team at My Accounting Office provides bookkeeping and financial management services in Rochester, NY and Boca Raton, FL. We are proud to develop long-term, beneficial relationships with our clients. Our staff is dedicated to helping clients worry less about their finances and focus more on what is important to them.

For more information about our services, or to schedule a consultation, please contact us today at (585) 641-3264. We look forward to discussing the ways we can help you or your loved ones.