Customized to Your To Do List
Anything on your To-do list we can do! Just name it! If it isn’t unethical or illegal we can get that for you. This list is a guide of our services. If you don’t see what you’re looking for please ask and we’ll do our best to help. We have developed close connections to some the areas best product and service providers and are committed to a job well done.
Accounts Payable: Keeping track of what you owe, to whom and when it’s done. Never miss a payment and stay in the good graces of your creditors and suppliers.
Accounts Receivable: Keeping track of who owes you money. If an invoice is past due, contacting them to get a status update. Letting you know if something needs to go to collections.
Insurance Research: Keeping your insurance costs low to increase your profits. Finding the best policy for your needs at the most competitive price.
Organizing Tax Documents: Providing your accountant or tax prep firm with the documentation they need to easily prepare your taxes and maximize your deductions.
Bank Deposits: Getting your money in the bank faster while you focus on growing your business and servicing existing clientele.
Referrals: Provide referrals to appropriate professionals for tax prep, collections, insurance, payroll, lawyers and other accounting needs.
Checkbook Management: Balancing your checkbook and helping you discover where your money goes each month.
Budgeting: Creating a household budget based on your income. Enabling you to save for retirement, fun and emergencies.
Debt Management: Setting up a payment schedule you can manage to pay down your debts.
Banking: Opening checking, savings and other accounts on your behalf to help better organize your income and expenses.
Referrals: Referring you to appropriate bankruptcy, debt consolidation, retirement planners and other personal financial professionals as needed.
Transportation: Arranging affordable transportation to/from appointments.
Checkbook Management: Taking the confusion out of daily balancing so you can relax knowing your money is in good hands. Writing checks so you don’t have to struggle to grip a pen.
Banking: Depositing checks and opening accounts on your behalf.
Insurance Claims: Organizing and submitting necessary paperwork to insurance/Medicare/Medicaid for payment/reimbursement.
Reviewing Requests: Helping you avoid scams by reviewing where your money goes and looking into requests for investment or payment.
Move Preparation: Assisting with moving from home to a senior living facility.
Referrals: Providing referrals to appropriate professionals as needed.