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Financial Organization
Record Keeping
  • Sorting and Processing of Incoming Mail

  • Review, Preparation and Payment of Monthly Bills and Obligations

  • Mailing of Payments and Correspondence Not Paid Online 

  • Monthly Reconciliation and Monitoring of Bank Accounts

  • Prepare and Transact Check or Cash Deposits

  • Negotiate with Creditors, Assistance with Budgeting and Debt Consolidation

  • Organize Financial and Tax Documents

  • Organize Health Records and Expenses

  • Quicken and Quickbooks Management

Assistance withEstate Planning & Organization

I will help and assist you to compile and complete a proprietary workbook created for you so that all of your personal and transactional information such as passwords, creditors, debtors, assets and liabilities, contact information and account numbers are contained in one place.This workbook is essential and practical providing you and your family with peace of mind.

Additional Services
  • Medicare Claims and Correspondence

  • Assistance with Tax Preparation

  • Review Medical Bills and Insurance Claims

  • File Insurance Claims and Appeals

  • Interface with Financial, Legal, Service, Accounting and Other Professionals

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