Personal Financial Services include a wide range of services such as:   
 

Set up a financial system.  “Karla, if you can just set it up and show me how, I can enter the information on my own.”

Manage a financial system.  “Karla, can I bring you my checks and invoices and receipts so you can make sure it gets put in the right place.”

Daily Money Management.  “Karla, if I bring the bills every month, can you prepare the checks and mail the payments after I sign the checks?” 

Financial reporting.  “The bank says I need to prepare income statements and balance sheets.  Karla, do you know how to do that?”

Financial organization.  “Karla, I have a box with all my records in the truck.  I can’t make heads or tails out this mess.  Can you help me out?”

Record research.  “My CPA (or  banker, lawyer, financial planner) says he needs copies of some things.  I don’t even know where to get this stuff.  Karla, what do I do?”