Financial, Daily Money Manager and Life Organizing Services
Adele Gross is in the process of joining AADMM, American Association of Daily Money Managers. We have helped our clients for years with Daily Money Management issues and we want to join an Association where we can increase our knowledge in this area to better service our clients.
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.