(Customize Your Services to Fit Your Needs)
Financial Admin & Protection
Bill Review & Due Date Monitoring
Bill Payment Management
Bank Reconciliation
Review Monthly Bank & Credit Card Statements for Unusual Activity & Billing Discrepancies
Billing & Creditor Dispute Support
Medical Bill Review
Documents & Records
Tax Document Organization for CPA Preparation
Monthly Expense Summary
Quarterly Expense Summary
Document Scanning & Secure Digital Storage
Mail Management (Receive, Sort, Scan, & Organize)
Notary Services
Professional Notary Services for Personal, Financial, Legal & Business Documents
Premium Scheduling & Urgency
Expedited Payment Scheduling
Client Communication
Monthly Client check-in ( 20 mins.)
Bi-weekly Client Check-in ( 20 mins)
Power of Attorney/Guardian meeting (20 mins)
(Customize Your Services to Fit Your Needs)
Financial Admin & Protection
Bill Review & Due Date Monitoring
Bill Payment Management
Bank Reconciliation
Review Monthly Bank & Credit Card Statements for Unusual Activity & Billing Discrepancies
Billing & Creditor Dispute Support
Medical Bill Review
Documents & Records
Tax Document Organization for CPA Preparation
Monthly Expense Summary
Quarterly Expense Summary
Document Scanning & Secure Digital Storage
Mail Management (Receive, Sort, Scan, & Organize)
Notary Services
Professional Notary Services for Personal, Financial, Legal & Business Documents
Premium Scheduling & Urgency
Expedited Payment Scheduling
Client Communication
Monthly Client check-in ( 20 mins.)
Bi-weekly Client Check-in ( 20 mins)
Power of Attorney/Guardian meeting (20 mins)
