We provide assistance to busy professionals, families and seniors who need help with the burden of paperwork, bill payment and documentation.
- Sorting and organizing paperwork
- Organizing billpayment
- Monitoring credit card activity
- Eliminating unwanted charges
- Compiling spending reports
- Reconciling accounts
- Organizing documents for tax purposes
and much more…
For our elderly clients paperwork can become particularly overwhelming. We provide specialized help with understanding documentation such as medical bills. We also aim to prevent financial abuse of our clients which is becoming so prevalent.