Services

Together we can build the suite of services that best fits your needs.

Pay Bills

• Write checks or use online bill pay
  
• Set up automatic debits
• You maintain control of your checkbook and online passwords
  

Reconcile Accounts

• Reconcile bank statements to check registers
  
• Utilize Quicken, if desired
  

Monitor financial statements

Review bank, credit card and investment account statements for accuracy
 

Reminder Calendar

• Estimated income taxes and property taxes
  
• Insurance renewals
  
• Subscription renewals
• Credit card expiration dates
  

Organize records

• Create an easy-to-use streamlined filing system for all key documents
  
• Aggregate all tax-related tax documents for delivery to your tax professional

Track Philanthropy

• Track all your charitable pledges and donations; ensure acknowledgement letters are received
• Create a charitable gift list for your tax professional

Create a budget

• Create an annual budget
  
• Track income and expense on a regular basis
• Utilize Quicken, if desired

Manage your digital life

• Organize and store your passwords
  
• Reduce unwanted emails

Review medical claims

Review Explanation of Benefits statements for accuracy

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