- Build a personal budget from the ground up and establish a formal organizational system.
- Create and manage a debt payoff plan and track progress.
- Manage day-to-day cash flow, bill payments, and account monitoring.
- Develop and maintain long-term financial trackers and reporting tools.
- Coordinate with the family's business CPA regarding intersections of personal and business finances.
- Monitor accounts for irregularities and provide proactive financial updates.
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