Grapharc focuses on personal accounting — not corporate accounts, not advisory retainers. Each service below covers a specific aspect of individual financial record-keeping at a fixed price.
Back to HomeEach service below is a standalone engagement. You can use one, two, or all three depending on what your situation calls for. There are no bundled packages, no retainer commitments, and no scope that shifts mid-engagement.
Categorization of income and expenses, bank statement reconciliation, and creation of a personal financial summary. Delivered as a one-time engagement. Particularly useful when approaching a major life transition.
Review and documentation of retirement account balances, contributions, and distribution schedules across multiple accounts. Includes a consolidated summary report and, where applicable, a calendar of required distribution dates.
Preparation of individual income tax returns covering employment income, investment earnings, rental properties, and other common income sources. Includes a document checklist, deductions review, and a post-filing summary.
Each service follows the same underlying structure — a defined start, a clear process, and a specific deliverable at the end. No open-ended arrangements.
A short discussion to understand your situation and confirm the service fits your needs.
You receive a checklist specific to the service. Documents are submitted securely before work begins.
The engagement proceeds to its defined deliverable — a report, a filed return, or a summary document.
After delivery, there's a short window for questions and clarifications on what was produced.
All prices are fixed per engagement. The price you see is the price you pay — no hourly billing, no add-on charges for additional questions, no adjustments after the fact.
All prices in USD. Scope is defined per engagement. Out-of-scope items are discussed before any additional work is undertaken.
Grapharc works with individuals, not businesses. The people who tend to find these services useful share a few common characteristics.
Retirement, divorce proceedings, estate settlement, or sale of a property often require a clear view of one's financial position. That picture doesn't always exist in a usable form.
Several retirement accounts accumulated across jobs, or income from more than one source, can make tax filing and retirement planning harder to track without a consolidated view.
Individuals with employment income, some investments, and perhaps a rental property often fall into a complexity range where careful preparation matters but corporate-scale firms aren't the right fit.
You're welcome to reach out with a brief description of your situation. A short conversation is usually enough to identify the right starting point — or confirm that something here isn't the right fit.
Send a message