Browse Our Services
Bill Paying
We will go through the mail, sort, file, pay what is needed and deposit checks for you.
Health Insurance
We can reconcile your claims and make sure you are not being overcharged.Services include filing claims or FSA forms.
Organization of Financial Records
We can set up files for your paperwork for easy retrieval in your home or office.
Perform Telephone Inquires
With our clients permission we will contact companies and vendors to inquire about unknown charges.
Notary Public
Available as a courtesy for our clients.
Bank Account Reconciliation
After completing bill payments, we will reconcile your checking to insure you are always aware of the available balance and never pay a late fee.
Other Related Services
Upon client request we can provide other services, which will be billed at the regular rates. This can include providing information to tax preparers, handling household payroll, budgeting assistance etc.