Can’t find your bills? Perhaps you have to search through piles of documents to locate legal, medical, or vital records. We can provide you a simple system for keeping track of your financial documents, paying bills on time, reconciling your bank statements, reviewing your medical explanations of benefits, credit card statements, bank statements, and investment documents. We can provide you with weekly, by-weekly or monthly assistance with maintaining your financial records.
The accumulation of household and business papers can add stress to your daily life. Our paper management system can help you maintain the vast amount of papers required to keep your business and household running smoothly. We can help you minimize your money management tasks and set up specific payment systems to meet your individual needs.
Services included (but not limited to):
- Bill paying
- Bank reconciliation
- Bank deposits
- Online Banking assistance
- Credit Card reconciliation
- Financial/Investment statement review
- Medical claim, preparation and review
- Filing system for financial documents
- Asset inventory
