Bookkeeping
Private Client Bookkeeping Services
Simplify your personal and family finances with CapSync’s Private Client Bookkeeping.
Personal & Family Financial Organization
Managing your personal and family finances shouldn’t feel like managing another business. CapSync’s Private Client Bookkeeping service helps you clean up, organize, and maintain your personal finances, giving you clarity, confidence, and control.
Get real-time insight into your spending, budgets, and savings goals. We collaborate with your CPA, advisor, and estate planner to keep your financial life organized and on track.
Every client receives a free CapSync subscription, providing real-time visibility into your financial world — assets, liabilities, income, and expenditures — all in one secure dashboard.
Our Approach
We provide more than bookkeeping. We provide financial organization and insight. Our experienced team partners with your tax accountant, wealth advisor, and estate planner to ensure your financial information is accurate, complete, and strategically aligned.
From cleanup and reconciliation to ongoing reporting, we streamline the process so you can make informed decisions with ease.
What’s Included
Financial Cleanup & Organization
We review and reconcile all personal and family accounts, ensuring your financial data is accurate and up to date.
Monthly Bookkeeping & Categorization
Clear, categorized records help you see where your money goes and how it aligns with your goals.
Real-Time Personal Financial Statement
Access a live, interactive statement through CapSync, showing your assets, liabilities, income, and cash flow.
Family Expenditure Tracking
Stay on top of household spending, compare against your budget, and track progress toward saving goals.
Collaboration With Your Advisory Team
Share up-to-date financial information securely with your accountant, advisor, or attorney.
Quarterly Reports & Insights
Understand trends, identify opportunities to save, and keep your finances aligned with your long-term plan.
The CapSync Advantage
Each Private Client Bookkeeping engagement includes complimentary access to CapSync, your personal financial management hub.
See everything in one place
Bank accounts, investments, loans, and real estate — all synced in real-time.
Track personal and family spending
Visualize your monthly cash flow and stay aligned with your budget.
Set and achieve saving goals
Monitor progress toward your financial milestones in real time.
Know your true net worth
Always be aware of your financial position.
Collaborate seamlessly
Grant secure access to your CPA, advisor, or estate planner with one click.
See everything in one place
Bank accounts, investments, loans, and real estate — all synced in real-time.
Track personal and family spending
Visualize your monthly cash flow and stay aligned with your budget.
Set and achieve saving goals
Monitor progress toward your financial milestones in real time.
Know your true net worth
Always be aware of your financial position.
Collaborate seamlessly
Grant secure access to your CPA, advisor, or estate planner with one click.
The CapSync Advantage
Each Private Client Bookkeeping engagement includes complimentary access to CapSync, your personal financial management hub.
See everything in one place
Bank accounts, investments, loans, and real estate — all synced in real-time.
Track personal and family spending
Visualize your monthly cash flow and stay aligned with your budget.
Set and achieve saving goals
Monitor progress toward your financial milestones in real time.
Know your true net worth
Always be aware of your financial position.
Collaborate seamlessly
Grant secure access to your CPA, advisor, or estate planner with one click.
Why Organized Finances Matter
An organized financial system empowers you to make smarter decisions and maintain peace of mind. With a real-time personal financial statement, you can:
- Stay on top of family and household expenditures
- Stick to your budget and long-term saving goals
- Simplify tax preparation and year-end reporting
- Improve cash flow and investment planning
- Prepare proactively for estate and succession planning
When your finances are organized, you gain clarity, control, and confidence in every decision.
Pricing
Our plans are transparent, flexible, and built to fit your goals — no hidden fees, just clear value and expert support.
Private Client Bookkeeping
Take Control of Your Personal Finance
Starting from
$500
/month
- Reconciliation of bank and credit card accounts
- Preparation of monthly financial statements
- Detailed expense tracking and categorization
- Bill payment and cash-flow management services
- Savings goal monitoring and variance analysis
- Monthly trends and spending insights
- Quarterly performance review and recommendations
- Tax preparation services
Ready to Take Control of Your Finances?
Let CapSync help you bring order to your personal and family finances — and keep your goals on track.
