Wise Choice Transactions

Oregon mobile notary + bookkeeping services + digital archivist

Notary, bookkeeping and digital archiving in the Portland metropolitan area and Salem, Oregon areas

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Let’s chat! Reach out to hello at wise-ct dot com to see how Wise Choice Transactions can help you!

Notarizations:

  1. In-person notarizations, when completed ($10 fee per act/signature)

2. Remote online notary – coming soon

Serving these counties for notarizations:

Washington County – Sherwood, Forest Grove, Beaverton, Hillsboro, Cornelius, Tualatin, Tigard, Lake Oswego, Wilsonville

Multnomah County – Portland, Gresham, Lake Oswego

Yamhill County – Dundee, Newberg and McMinnville

Clackamas County- Lake Oswego, Wilsonville, Oregon City, Canby areas

Marion County – Aurora, Woodburn, Salem, Keizer

If you are located in Amity, for example, we will work together in McMinnville. If you are in Silverton, for example, we will work together in Woodburn or Salem.

If you are in Yamhill, we will work together in Dundee.

Fun fact: Did you know Clackamas, Multnomah and a small part of Washington County all claim a part of Lake Oswego?

Image by freepik.com.

Oregon Bookkeeping – Do you hate asking your employees for their receipts or even keeping track of your own? Would you rather be doing something fun rather that gathering “stuff” for your bookkeeper?

Let Wise Choice Transactions collect the stuff you don’t have time to collect. Digging to fit the pieces together is what I excel at. All information for my clients is kept confidential – always. No ifs, ands or butts. If there is something I don’t know, I will let you know. I have built a rapport of working with controllers, staff accountants and accounting specialists. A good bookkeeper understands how correct information needs to funnel up to the business owners and controllers or CPAs.

Please contact me at the LinkedIn button or via e-mail at hello at wise-ct dot com to discuss how I can organize your business books. I’m available part-time (10 hours a week or less) to use your accounting software. If you’re in the Portland metro area or Salem, Ore. areas, I will happily collect your physical receipts and business bank statements monthly, even if I work remotely the rest of the time. Face-to-face visits are important (even virtual face-to-face meetings) so we can build a great, professional rapport with each other. And of course, confidentiality is key.

Tasks I can help with:

Documenting daily financial transactions, such as sales, purchases, and payments

Generating financial statements for internal and external users

Handle accounts payable and accounts receivable

Collecting credit card receipts for you and your team

Filing receipts and invoices in an organized manner

Digital Archivist

Does your non-profit organization need help with the heavy lifting of archiving hundreds of randomly strewn papers in decades’ worth of bankers’ boxes into being transformed into organized digital files?

Wise Choice Transactions can serve as your expert independent contractor to work on-site to scan each paper into digital archives – documents that need to be retained by law for several years, as well as archive documents you need for historical institutional knowledge. Wise Choice Transactions will use an organized naming convention and file folder structure for all digital files and will work with your IT vendor to find e-storage solutions at low cost to present to your team.

Contact: HELLO AT WISE-CT DOT COM