Imagine your accountant asks for last year's income and expenses, and you send a complete full-year report within minutes. That is the calm we build around the families we serve.
Some of life's most important work is quiet, ongoing, and easily let slip. Bills, statements, reconciliations, the papers your accountant and attorney need on time. None of it is complicated. All of it takes attention.
Private Associates takes that weight off your desk. We attend to the recurring administration of your financial life with discretion and precision, and we coordinate cleanly with the professionals already in your confidence.
The result is simple. Nothing is late, nothing is lost, and you are free to devote your energy to the things only you can do.
A complete hand on the day-to-day, so nothing requires yours.
Paying bills through secure bank bill-pay and establishing reliable automatic payments, so nothing is ever missed or late.
Recording transactions, reconciling, and balancing your accounts — including every bank and credit card statement.
Working in step with your investment, tax, and legal professionals so each has what they need, precisely when they need it.
Preparing and organizing your tax information for your accountant — the full-year report, ready in minutes when it is asked for.
Preparing and monitoring budgets so you always have a clear, current picture of where matters stand.
Organizing and calendaring insurance and estate planning, and keeping you in good standing with investment requirements.
The peace of mind to devote your energy to your priorities — with the assurance the work is done accurately, and on time.The Private Associates Standard
Private Associates is a private financial administration practice led by Betsy Maness. Every engagement is personal, confidential, and shaped around one client at a time.
There is no call center and no handoff. You work directly with the person doing the work — someone who learns how you prefer things done and quietly keeps them that way, year after year.
For those whose time is their most valuable asset, that continuity is the point. The details are handled, the same careful way, every time.
New engagements begin with a simple, confidential conversation. Reach out directly and we will find a time to talk through what you need.