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A-La-Carte + Add-On Services
Financial Admin & Protection
Bill Monitoring: $70/hr.
Bill Payment Execution: $70/hr.
Bank Reconciliation: $70/hr.
Identity Monitoring Service: $70/hr. (bi-weekly review)
Creditor Negotiation: $70/hr.
Dispute Support: $70/hr.
Medical Bill Review: $70/hr.
Credit alert freeze/unfreeze support: $25
Identity theft assistance: $70/hr.
Documents & Records
Assist accountant with statement/documents (CPA/Tax): $95 flat
Monthly Expense Summary: $45
Quarterly Expense Summary: $35
Document scanning/storage: $1/page
Mail Management (Receive mail, sort, & scan): $35/month
Notary Services
· Standard Seal: $10
Premium Scheduling & Urgency
Priority Scheduling Payment: $25/occurrence
Client Communication
Client check-in (1x month – 20 mins.): $30/month
Client check-in (bi-weekly – 20 mins): $50/month
Power of Attorney/Guardian meeting (20 mins): $40/hr. per occurrence
A-La-Carte + Add-On Services
Financial Admin & Protection
Bill Monitoring: $70/hr.
Bill Payment Execution: $70/hr.
Bank Reconciliation: $70/hr.
Identity Monitoring Service: $70/hr. (bi-weekly review)
Creditor Negotiation: $70/hr.
Dispute Support: $70/hr.
Medical Bill Review: $70/hr.
Credit alert freeze/unfreeze support: $25
Identity theft assistance: $70/hr.
Documents & Records
Assist accountant with statement/documents (CPA/Tax): $95 flat
Monthly Expense Summary: $45
Quarterly Expense Summary: $35
Document scanning/storage: $1/page
Mail Management (Receive mail, sort, & scan): $35/month
Notary Services
· Standard Seal: $10
Premium Scheduling & Urgency
Priority Scheduling Payment: $25/occurrence
Client Communication
Client check-in (1x month – 20 mins.): $30/month
Client check-in (bi-weekly – 20 mins): $50/month
Power of Attorney/Guardian meeting (20 mins): $40/hr. per occurrence