Review Financial Documents for Fraudulent Activity and/or Billing Errors
Reconcile Bank Statements
Set up an Excel Worksheet or Personal Financial Software such as Mint or Quicken
Monthly Upkeep of Excel or Personal Financial Software
Liaison between Client, other Professionals, and Family Members (CPA, Accountant, Attorney, Financial Planner, Stock Broker, Family Members)
Call Service Providers on your behalf : Phone, Internet, TV, Cable and Power Companies to determine the type of services you have, make adjustments (if necessary), or to dispute a problem with your bill.
Purge your File System annually
Computer Coaching for beginner users
We have a broad range of clients that enjoy these services from Seniors, Executives, and Busy people. We provide happy client references, at your request. We are insured.
Bills Reviewed Service
Comprehensive Consultation to determine which services are important
Call your Service Providers on your behalf. Phone, Internet, TV, Cable and Power Companies to determine the type of services you are paying for and make adjustments (if necessary).