Services

Never pay another late fee - keeping the daily finances running smoothly


Contact me now for easy remote assistance. With COVID19 restrictions, I am available to work with you or your loved ones without going to their home or facility. 

Services are customized to each client  

They include, but are not limited to the following:

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


BUDGETING and ANALYSIS of EXPENDITURES

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


POWER OF ATTORNEY / LETTER OF ADMINISTRATION FOR ESTATES


BILLING DISPUTE RESOLUTION - Review and resolve invoice issues


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, Donations Tracking


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

LONG TERM CARE INSURANCE - Launch and Manage claims and data

 


GENERAL ADVOCACY - Helpful assistance on various decisions


TAX DOCUMENT PREPARATION


LIAISE to OTHER PROFESSIONALS (Lawyers, Accountants, Care Managers, Social Workers)

 

 

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, Other Devices)


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

Free Initial Consultation