Money & Life

Money & Life

Money & Life provides professional in-home financial management services for those who are short on time or lack the ability to manage their daily finances. Our services include bill paying, budgeting and record keeping, helping clients gain independence and freedom to pursue the things that matter most. Our clients range from busy executives, frequent travelers, senior citizens, those with disabilities, and military personnel. We have a team of experienced professionals who understand the importance of managing household finances efficiently. Our experts will become a trusted asset to you and your family, helping you navigate day-to-day details with ease and peace of mind.

Allstate Insurance: J. Matthew Leach

When you need help to choose the right insurance products and services that will protect your family, property, and possessions, you need personalized attention from someone who cares about you. J. Matthew Leach opened his Allstate Insurance agency in 2008 to provide outstanding service to customers in the Grove City area. As a trusted Allstate agent, Matthew is devoted to giving back to the community and supports the Buckeye Ranch, which helps kids, young adults, and families access emotional, behavioral, and mental health services. Outside of work, Matthew is devoted to his family. He is married to the love of his life and has an amazing daughter and son. Matthew and his family enjoy traveling around and exploring new places, especially those with underwater activities, as they are all scuba divers. He also has a degree in family financial management with a focus on insurance, and he graduated from The Ohio State University. During his time at university, Matthew was part of the marching band, TBDBITL, and he is still a Buckeyes fan today.If you are in the Grove City area and need assistance with condo, renters, home, auto, or business insurance, please visit J. Matthew Leach's Allstate Insurance agency. He and his team will be more than happy to answer any questions you may have and help you find the perfect coverage for you.

Widespread Business Services

With more than two decades of experience in accounting, financial management, and business operations, I can provide the skills, knowledge, and expertise to help you get your business in order. I hold a bachelor’s degree in Business Administration from Cal State Northridge and am also QuickBooks certified for both desktop and online use, as well as having experience in Xero and Zoho software. If you need to organize and file your records so you’re ready for tax season, I’m the perfect person for the job. I can take an array of receipts, bank statements, and other documents, and create a streamlined system that will update your progress and profits in real-time. Having this information at your disposal can greatly increase your productivity, allowing you to save time and make more informed decisions faster. My services include reconciliation of bank, credit card, and note payable accounts, preparation and review of monthly financial statements, accounts payable, accounts receivable, payroll, year-end closing of books, 1099s, and even monthly review meetings. I don’t just provide bookkeeping – I’m available to offer advice on profitability, creating systems and controls, setting up new businesses, and more. Having served in a wide variety of industries, you can rely on me to find solutions that work for your particular business situation. I’m located in Capitol Hill, and if you’d like to take advantage of my services, please contact me. I’d be happy to start working with you right away!

Lexington Property Management

At Lexington Property Management, we are passionate about helping home owners and investors in the Conejo, San Fernando and San Gabriel Valleys manage their properties with ease and peace of mind. With an extensive background in real estate and over 25 years of experience, our team is licensed by the California Bureau of Real Estate, insured, and committed to treating each property with care and respect. We offer comprehensive services in marketing, leasing, financial management and maintenance, all working together to ensure a seamless transition from tenant screening to lease execution. Our services are designed to help relieve the burden of daily maintenance and accounting demands of home ownership. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Lester Clancy - Taylored Realty Team

I am a real estate investor with a mission to help active-duty military and veterans achieve their real estate goals. I have been in the financial management industry for over 21 years, so I understand the complexities behind successful real estate investments. My team at Lester Clancy - Taylored Realty Team are experts in accurately estimating comparable properties (comps) and estimated after repair value (ARV). We also provide excellent customer service as effective communication and punctuality are essential to our success. Our exceptional services include helping clients buy and sell homes. With our decades of experience in customer service, we strive to make sure our clients are satisfied with their results. Our team is consistently available to answer any questions or concerns that may arise and are committed to providing the best possible experience.

S&w Accounting Associates

We Specialize in Taxes, planning, reduction and or elimination. We provide our clients with the best knowledge, skillset and aptitude on how to work within the IRS tax codes that produces the best results. Business and personal accounting, financial  planning and management. Consulting and back office support that eliminates debt, increases productivity, and allows individuals or corporations to move forward in a positive manner. Most businesses fail, due to poor or improper planning.  This is a result of not having key components in place before starting or running a business an owner with a vision and an accounting department that best knows how to analyze their strengths and weaknesses in order to achieve their goals. We have over 40 years in financial management services with a Infosys in tax preparation planning, reduction and or elimination. This wealth of knowledge allows S&W the ability to provide our clients with the best advice, skill, and resources in all phases of business operation.  This further enables our clients to grow their businesses properly over the course of years while maintaining their market position and legal obligations.

The CEO Effect

Small businesses turn to us for support in expanding their operations. We specialize in legal, financial, management and marketing strategies that help business owners take their companies from one stage of growth to the next. Our solutions can take a Stage 1 business to a Stage 2 business or a Stage 2 business to a Stage 3 business. The CEO Effect team is experienced and equipped to provide business owners with the tools they need to reach their goals. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

HomeShield Property Management

At HomeShield Property Management, we specialize in the management of single family homes, condos and townhomes along the San Diego coast and in Central San Diego. Areas covered include La Jolla, Coronado, Downtown San Diego, Bay Park, Mission Hills, North Park, South Park, Uptown Area, Mission Valley, Clairemont and other communities located close to the 5 Freeway. Our goal is to increase our clients' profits, reduce owner liability and give them back their time. We are a local San Diego-based property management company that strives to change the industry one happy homeowner and tenant at a time. We offer full-service property management services across San Diego County for residential homes, condos and two- to four-unit properties. Our passion is to watch our clients succeed, place tenants in great homes and help others through our Giving Back to local charities business model. Furthermore, we use the latest and greatest technology in the property management industry to add value to our clients and tenants. Our five guarantees: 28 Day Lease Guarantee, Cancel Anytime Guarantee, Eviction Protection Guarantee, Pet Protection Guarantee and Communication Guarantee, make it easy for owners to work with us. Call us today to discuss your investment property goals.