Services

Bills & Banking

• Set up and maintain bill paying system (manual, online or automatic)

• Review and resolve billing errors

• Create electronic records of disbursements and receipts

• Expense tracking

• Prepare monthly bank/credit card account reconciliations

• Prepare and deliver bank deposits

• Maintain organization of bank records

• Review medical insurance bills and verify proper processing of claims

• Managing the finances for multiple residences

Organizing & Record Keeping

• Sort and manage mail

• Organize and create a system for record keeping

• Create and manage a data file of all vital information

• Review statements for potential fraud

• Coordinate and track charitable contributions

• Research and evaluate charitable organizations to verify legitimacy

• Organize bank, income tax, & other financial records & receipts to provide to tax accountants

Additional Services

• Cash flow / Budget monitoring

• Financial coaching

• Professional relationship support – accompany clients in meetings with trusted advisors (financial planner, attorney, CPA) to take notes and ask questions on their behalf

• Home renovation/addition project management

• Keep an eye on home maintenance needs; connect and communicate with service providers and monitor their activity and invoices

• Follow-up on estate planning goals and objectives

• Assisting with paperwork to update estate, beneficiary, and gifting plans

• Manage household payroll and taxes

• Develop personal net worth and financial statements 

• Handle tasks associated with identity theft

• Travel planning

• Assist with any other special projects

• Coming Soon – Massachusetts Mobile Notary