Financial and Life Organizing Services


                                                                   
Financial Organizing Services

  • Create and/or update your File System      
  • Pay Bills with Checks (we fill it out and you sign it) or Online
  • Set up online Bill Pay
  • Organize Tax Documents
  • 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, 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 Elderly Clients, Seniors, Executives, and Busy people. We provide happy client references, at your request. We are insured with a General Liability Policy as well as an Accounting Policy.

Bills Reviewed Service 

Are you paying too much for Cable, Internet, Phone, or Cell Phone? You might even be paying two providers for the exact same service. Let us review your bills to determine if you are paying too much.

  • Comprehensive Consultation to determine which services are beneficial. 
  • 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).
  • We recommend systems to keep your bills organized.  
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Why is this important? Read our blog post.