IS A CHORE.

Process mail

Reduce junk mail

Change of address

Prepare correspondence

Review, prepare and/or pay bills

Monitor accounts

Set up autopay

Negotiate with creditors

Assist in budgeting

Monitor accounts

Reconcile statements
Make bank deposits

Organize financial and tax documents

Keep track of spending by category for budgeting or tax purposes

Quicken & Quickbooks management

Organize financial and tax documents

Organize health records and expenses

Review medical bills and insurance claims

Process payments and obtain refunds

File insurance claims and appeals

Interface with financial, legal, service, accounting and other professionals

Prepare and manage estate or probate financial paperwork and tasks

Create budgets and manage your spending

Identify and reach your financial goals (No investment advice provided)

Set-up and learn how to utilize Quicken to manage cash flow, categorize transactions and pay bills. 

Learn how to manage your daily finances yourself