Our Services

How We Simplify:

• Check bills for accuracy and insure on time and accurate payment.

• Streamline bills: All bills are mailed or emailed to us, decluttering  your mailbox and in-box.

• Collect and manage documents for tax purposes and coordinate with tax professional.

• Securely manage usernames, log-ins and passwords for on-line bills and accounts.

• Organization of financial, legal and insurance files.

• Bank account reconciliation.

• Deposit checks and verification of deposits.

• Negotiate with creditors when necessary.

• Check and monitor coordination of benefits with Medicare and secondary insurance where applicable.

• Advocate for client for other service providers such as cleaning service, landscaper, plumber, etc.

• Provide monthly statement of cash flow and expenses.

• Offer budget advice for reducing debt and/or increasing savings.

• Coordinate with executors, family members and trustees upon direction.

• Provide assurance and peace of mind!