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Marin and Sonoma

707-833-4022 and 415-246-4733

Bookkeeping Payroll Services for Personal & Small Business
Concierge Personal Assistant Service
Elder Care Placement Assistance

Providing Bookkeeping, Payroll and Personal Concierge Assistant Services for over 27 Years
At Your Office, Home or Via Internet or Fax

Personal Bookkeeping Services: Personal Assistant, Concierge, Shopper, Organizer Services

Personal Bookkeeping Services

Our experienced and dedicated staff are experts in preparing personal financial statements, pay bills, administering your bank accounts, checking and savings from deposits to reconciliation of monthly statements.

Personal Assistant Concierge & Organizer Shopper :

We offer setting up home filing systems, organize financial records, collect and answer mail, make travel arrangements and even act as a personal shopper. AIS staff can also function as a third party trustee for our clients.

Today time seems to be the taskmaster: Let us give you back some of that time.

"Personal Bookkeeping Services provided by AIS: The next best thing to doing it yourself"

Personal Bookkeeping Services
Outsource Bookkeeping Service

  • Personal Bookkeeper
  • Personal Bill Paying
  • Check Book Balancing & Deposits
  • Personal Financial Statements
  • Tax Preparation
  • Estate & Income Tax Planning
  • Financial & Investment Counseling
  • Private Secretary

Personal Financial Inventory

  • Develop Home Filing System
  • File all Important Documents (i.e. wills, stock / bond records, insurance, loans etc.

Organizer Services

We will organize anything !

Research Aide
  • Mail - Collect, Sort, Deliver
  • Prepare Insurance Forms
  • Appointments & Scheduling
  • Make Travel Arrangements
  • Correspondence Preparation & Response

Personal Shopper Services

  • Purchase & Deliver Clients Listed Items
  • Evaluate Wardrobe Needs
  • Bring Suggested Wardrobe to Residence for Selection

Outsource Bookkeeping Services

  • Bookkeeper
  • Office Manager
  • Account Receivable Clerk-Outsourcing
  • Accounts Payable Clerk-Outsourcing
  • Payroll Clerk-Outsourcing
The personal bookkeeping , personal assistant concierge and research services listed above are those we currently provide to our clients. We can provide additional services if needed and will tailor our support to your personal needs. We have served individuals in Sonoma, Marin, and San Francisco counties for over 27 years. Please feel free to contact us at your convenience. All consultations are free with no obligations. Click here to read testimonial.
Thank you for visiting Advanced Individual Services ~ Bookkeeping Payroll Services for Personal & Small Business web site.

Bookkeeping Payroll Services Small Business | Personal Bookkeeping Services | Personal Concierge Services
Personal Assistant | Elder Care Placement Assistance | Bookkeeping Links | About Us | Contact Us

Serving San Francisco, Sonoma County and Marin County, California
You may contact us a variety of ways.
Phone Inquiries: In California - (707) 833-4022 and (415) 246-4733
Fax: (707) 833-5466
Monday - Friday 8-4 U.S. Pacific Time E-mail may be sent to

Sonoma County Bookkeeping Office
50 Adobe Canyon Rd.
Kenwood, CA 95452
Marin County Office
PO Box 431
Belvedere Tiburon CA 94920


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