We will open and sort your bills, invoices, and financial documents. We will review and pay your bills on time and make any necessary bank deposits.
We will generate financial reports to help you monitor income, expense, and net worth and give you peace of mind.
We will maintain your financial records on Quicken software and reconcile your bank and credit card accounts. We will create a digital record of important financial documents.
GATHER TAX DOCUMENTS AND SUPPORT
We will track tax deductions and gather documents needed for the preparation of your tax return.
INVOICE OR BILL DISPUTE RESEARCH
We will investigate invoice, insurance, or account disputes and document the status. We will help you pursue resolution of such items and file health insurance claims as needed.
coordination with other professionals
We will work closely with your attorney, CPA, and CFP to ensure a seamless transfer of information and services.