OUR SERVICES INCLUDE

  • 1 hour
  • 19.99 US dollars
  • Location 1

Service Description

Collect, open, screen, and sort mail Set up paper and digital filing systems Set up online or automatic bill payments Prepare checks for signature and make bank deposits Balance checkbooks and reconcile bank and credit card statements Research and resolve discrepancies Analyze income and expenses to help stay on budget Monitor cash flow and track expenses to guard against fraud and identity theft Manage medical and insurance papers Review monthly medical bills File claims and track reimbursements Advise on retaining records for tax purposes Collect materials needed for tax returns Organize documents and family files, such as financial statements, insurance papers, wills and trusts, healthcare proxies and living wills Coordinate with other professionals, including lawyers, accountants, financial advisors and money managers Rate is $65-$75 per hour.  It usually takes a few hours to get started, then an hour a week or every other week depending on services needed.


Contact Details

  • Location 1

    8609121197

    merrill23@comcast.net