About LifeWork Bookkeeping Solutions

LifeWork Bookkeeping Solutions LLC offers personal bookkeeping, paper management, and recordkeeping services to individuals, power-of-attorneys and executors. We keep everything in order so you can rest easy.

Mary Harris Marosky

Prior to 2001, I worked with a privately-owned Investment Advisor / Broker Dealer as the Chief Compliance Officer with the following designations:  General Securities Representative, General Securities Principal and Financial & Operations Principal.

I began my private consulting practice in 2001, continuing as an SEC Compliance Consultant but also becoming a Personal Finance Consultant.  In 2016, I created LifeWork Bookkeeping Solutions, LLC and turned my focus to working exclusively with people looking for Personal Finance Management.

I am a Certified Xero Advisor and Quickbooks Online Certifies ProAdvisor.  I am also proficient with Microsoft Office and Intuit QuickBase.

Mary Harris Marosky
 Mary Harris Marosky – Owner/CEO

 

Benefits

Cash management requires a proactive approach.

Bookkeeping isn’t just about numeric data entry anymore.

We are here when you need additional support to properly manage your own finances or the finances of those in your care.
We help you stay on top of things: pay bills on time, balance checkbooks, review credit card statements for accuracy and monitor service providers.
We help you organize and maintain all the key documents your family will need in the event anything happens to you, giving them a place to turn when they need it the most.
We help you analyze your spending so you understand where your money is going, and we offer solutions to help you save more.

More time to spend with your family

100%

Peace of mind

100%

Relax at tax time

100%

Solid financial information whenever you need it

100%

We use the right blend of modern technology and common sense to provide a comfortable and confidential way for you to take care of the most important part of your life.

What do we do?

Here are a few common tasks, but we will tailor to your individual needs.

Sort Mail

Pay Bills

Reconcile bank and credit card accounts

 Prepare annual financial reports

Collaborate with your attorney and accountant

Keep an eye out for fraudulent charges

Analyze spending

Create contact/vendor lists

Meet with you monthly or when necessary

Plan and execute special projects

Contact Us

Phone: 610-324-6895

Email: MHM@lifeworkbks.com

 

 

lifework bookkeeping solutions