Services
- Electronic bill paying.
- Opening and sorting mail
- Paying bills
- Preparation of checks for client signature.
- Review bills for accuracy and assure timely payment.
- Reconciling bank accounts.
- Preparing and making bank deposits.
- Receiving or delivering mail to post office.
- Organizing workspace
- Set up and maintain an accurate record keeping system.
- Organize records for tax preparer.
- Review credit card and bank statements for identity theft & fraud issues.
- Act as a liaison for client with legal, financial, medical and insurance professionals.
- Referring clients to legal, tax, investment professional and to community resources.
- Assist in hiring home staff