Fiscally Fit

Specialties

Providing Daily Money Management Services to busy individuals, seniors, professionals and families. Services include bill paying, account reconciliation, organization of tax records, and all the other paper work that goes along with daily living. And for those who like to do it themselves, we also offer Quicken and Quickbooks training.

History

Established in 2008.

Fiscally Fit, Inc. is dedicated to helping you ease the stress in life by providing a variety of financial services tailored to your needs. Our clients include:

Seniors

Assist with important personal papers like medical insurance, bill paying, and managing household finances.

Busy Professionals

Creating systems for paying bills on time, organizing tax records and other important paperwork associated with a busy lifestyle.

Small Businesses & Entreprenuers

We set-​up your books and filing systems so you can stay focused on your business.

Please note: Fiscally Fit, Inc. does not take the place of professionals in the accounting, investment or social service fields. Rather, our work complements the work of other professionals by facilitating the completion of the day-​to-​day tasks.

Meet the Business Owner

Alison S.

Business Owner

With over twenty years of experience in administrative and financial operations, Alison has managed staff, coordinated special events and conferences, and created publications and reports for a variety of organizations. She is adept in Quicken, QuickBooks, on-​line banking systems, as well as good old pen and paper. Whatever your preferred system and comfort level, Alison provides personalized attention.

Alison has the steadfast belief that when your financial affairs are organized and under control, stress is released from all other areas of your life.

As a proud member of the American Association of Daily Money Managers (AADMM), Alison is fully committed to the Code of Ethics established by the Association. Along with her personal integrity, she provides peace of mind to her clients.