Private Associates uses financial software  to collect data, streamline the reporting process, and bill pay.   Each program can be tailored to your individual needs and can be operated on a Windows or Apple platform.  The choice is to use the program that best compliments your needs and those of your accountant.

Quicken Personal Finance:
Bookkeeping for individuals with bill pay features

QuickBooks:
Bookkeeping for individuals, small businesses and non-profits, with bill pay features

Financial Navigator:
Account management for high-net-worth individuals with bill pay features

Microsoft Office and Outlook in Windows or Apple Platforms
Word, Excel, PowerPoint, Publisher, Email, Calendar, MobileMe