Our Services
- organize and pay bills
- sort and review mail
- review and reconcile bank, investment and credit card statements; resolve discrepancies
- track monthly financial activity
- track spending
- maintain financial records and prepare schedules for tax returns
- make bank deposits
- analyze cash flow and prepare cash forecasting reports
- collaborate with family members and professionals, such as tax accountants, lawyers, bank personnel, financial advisors, and portfolio managers
- review insurance claim correspondence and reimbursements for accuracy and resolve discrepancies
- provide monthly financial reports
- prepare budgets