Providing specialized, customized assistance managing daily monetary affairs. We can help:

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• Assist with keeping track of and paying bills

• Sort and file incoming mail

• Identify and resolve billing errors

• Reconcile accounts

• Create file systems for your financial documents, including retention schedule

• Develop cash flow reports, budgets and spending plans

• Organize records for tax preparation

• Guard against fraud and exploitation

• Provide tips to economize your finances

• Organize medical records