Hire someone detail oriented, experienced, and trustworthy.

• Monitor and pay incoming bills
• Support quarterly and annual tax filings
• Monitor statements for unusual activity
• Review transactions and identify high risk activity for possible fraud

• Submit medical claims
• Review and reconcile explanations of benefits (EOBs)
• Work with Medicare and/or the insurance companies to ensure claims have been paid properly
• Help manage homeowners and personal property insurance.

• Clean out paper files and discard or shred items that are no longer needed
• File documents regularly, using a system that works for each individual in either paper or digital format.

• Track income and expenses each month
• Provide you with a quarterly financial report that accurately and transparently shows you how and where you spend your money.

• Prepare for tax time with all your important papers collected in one place
• Organize tax documents
• Calculate deductible expenses
• Help fill out the tax organizer provided by the accountant.

Work with you to:

• Negotiate with creditors
• Minimize interest payments
• Create a plan to pay down your bills and save money