Bill Paying and Banking

Organizing

  • Review bills for accuracy

  • Troubleshoot discrepancies to resolution

  • Pay bills in a timely manner

  • Review bills for validity

  • Establish Online Bill Pay

  • Verify receipt of income and distributions

  • Make bank deposits

  • Review and reconcile bank and other financial accounts

  • Open, sort, and respond to or properly dispose of mail/email

  • Catalogue personal, business and financial documents and data

  • Organize personal and business space for efficiency of use

  • Properly dispose of confidential documents

  • Liaise with tax and legal professionals

Budgeting

  • Understand your goals

  • Budget income and spending and track actual results

  • Review discretionary spending

  • Prepare statement of income and expenses

Small Businesses and

Family Offices

  • Bookkeeping

  • Make bank deposits

  • Prepare statement of income and expenses

  • Track investments

  • Manage capital calls and distributions

  • Liaise with tax and legal professionals

Medical and Dental

  • Complete medical and dental claim forms

  • Monitor reimbursements 

  • Review and analyze medical and dental claims to ensure accuracy of billing