BILL PAYING and ACCOUNT RECONCILIATION- Via Manual Check or On-Line Banking/Quicken

BANKING ACTIVITIES - Review and consolidate accounts, automate recurring payments, auto-pay relationships, paper file management

BUDGETING and ANALYSIS of EXPENDITURES

MONITOR ACCOUNTS AND INTERCEPT FRAUDULENT ACTIVITY AND ERRORS

MEDICARE INSURANCE CLAIM APPEALS PROCESSING

MEDICAL INSURANCE - Review & Selection / Decipher Policy / Resolve Issues / Manage Paperwork

BILLING DISPUTE RESOLUTION - Research and resolve 

POWER OF ATTORNEY / LETTER OF ADMINISTRATION FOR ESTATES

ADVOCATE - Speak on behalf of client to ensure best options

REDEMPTION of MONEYS OWED - EZPass, Credit Card Points,Cash-Back, etc. 

CORRESPONDENCE PROCESSING - Opening Mail, Sorting, Filing, Generating

RECORDS ORGANIZING - Taxes, Financial, Medical, Insurance, Charitable Donations Tracking

FORMS (Claims, Medical, Federal, Insurance other Applications)

LONG TERM CARE INSURANCE - Launch and Manage claims and data

MANAGE HOME HEALTH AGENCY BILLING

NY and NJ Teacher's Pensions and Benefits assistance including TRS, TDA, MyNJBenefitsHub, SHIP, HEALTHSMART, UFT,,, 

Assist with CLAIMS Conference reparations

TAX DOCUMENT PREPARATION

LIAISE to OTHER PROFESSIONALS (Lawyers, Accountants, Geriatric Care Managers, Social Workers, Financial Advisors/Planners, Insurers) 

HANDLE PAYROLL for HOME-HEALTH AIDS and OTHER SERVICE PROVIDERS

STEWARDSHIP OF PETTY CASH

COMPUTER ASSISTANCE / TRAINING (Windows and MAC - Quicken, Office Suite, Email, Skype, Smart Phones, Tablets, Other Devices)

PROJECT BASED WORK - Medical billing, dispute resolution, set up of Quicken, Organizational tasks, Divorce documents, etc.