Bills and Banking

• Set up and maintain bill paying system (manual, online or automatic)

• Review and resolve billing errors 

• Create electronic records of disbursements and receipts

• Prepare monthly bank/credit card account reconciliations

• Prepare and deliver bank deposits

• Maintain organization of bank records

• Review medical insurance bills and verify proper processing of claims

Organizing and Record Keeping

• Sort and manage mail

• Organize and create a system for record keeping

• Create and manage a data file of all vital information

• Review statements for potential fraud

• Research and evaluate charitable organizations to verify legitimacy

• Organize bank, income tax, and other financial records and receipts for tax preparation

Additional Services that Alleviate Financial Stress

• Cash flow / Budget monitoring

• Financial coaching

• Negotiate with vendors and creditors

• Coordinate and track charitable contributions

• Manage household payroll and taxes

• Develop personal net worth and financial statements  

• Handle tasks associated with identity theft

• Assist with any other special projects