(Choose Only the Services You Need)
Financial Admin & Protection
Bill Monitoring
Bill Payment Assistance
Bank Reconciliation
Identity Monitoring Support (bi-weekly review)
Billing Dispute Support
Medical Bill Review
Identity Theft Support
Creditor Communication Support
Documents & Records
Tax Document Organization for CPA Preparation
Monthly Expense Summary
Quarterly Expense Summary
Document scanning/storage
Mail Management (Receive mail, sort, & scan)
Notary Services
Professional notarization of personal, financial, legal, and business documents.Professional notarization of personal, financial, legal, and business documents.
Premium Scheduling & Urgency
Expedited Payment Scheduling
Priority Fraud Review Support (authorization form required)
Client Communication
Client check-in (1x month – 20 mins.)
Client check-in (bi-weekly – 20 mins)
Power of Attorney/Guardian meeting (20 mins per meeting)
(Choose Only the Services You Need)
Financial Admin & Protection
Bill Monitoring
Bill Payment Assistance
Bank Reconciliation
Identity Monitoring Support (bi-weekly review)
Billing Dispute Support
Medical Bill Review
Identity Theft Support
Creditor Communication Support
Documents & Records
Tax Document Organization for CPA Preparation
Monthly Expense Summary
Quarterly Expense Summary
Document scanning/storage
Mail Management (Receive mail, sort, & scan)
Notary Services
Professional notarization of personal, financial, legal, and business documents.Professional notarization of personal, financial, legal, and business documents.
Premium Scheduling & Urgency
Expedited Payment Scheduling
Priority Fraud Review Support (authorization form required)
Client Communication
Client check-in (1x month – 20 mins.)
Client check-in (bi-weekly – 20 mins)
Power of Attorney/Guardian meeting (20 mins per meeting)
