Ethical and trustworthy help with bills, budgets, and record keeping.
- busy professionals
- issues with vision, handwriting, or hearing
- frequent travel or mobile lifestyle
- busy social schedule
- unprepared at tax time
- can't keep up with bills or mail
- aging parents
- bill paying
- making calls regarding incorrect bills
- preparing checks for clients to sign
- balancing checkbooks
- preparing and delivering bank deposits
- filing documents and other paperwork.
- deciphering medical insurance papers and verifying proper processing of claims
- referrals to legal, tax, and investment professionals