Bill Paying and Banking
Organizing
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Review bills for accuracy
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Troubleshoot discrepancies to resolution
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Pay bills in a timely manner
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Review bills for validity
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Establish Online Bill Pay
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Verify receipt of income and distributions
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Make bank deposits
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Review and reconcile bank and other financial accounts
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Open, sort, and respond to or properly dispose of mail/email
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Catalogue personal, business and financial documents and data
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Organize personal and business space for efficiency of use
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Properly dispose of confidential documents
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Liaise with tax and legal professionals
Budgeting
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Understand your goals
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Budget income and spending and track actual results
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Review discretionary spending
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Prepare statement of income and expenses
Small Businesses and
Family Offices
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Bookkeeping
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Make bank deposits
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Prepare statement of income and expenses
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Track investments
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Manage capital calls and distributions
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Liaise with tax and legal professionals
Medical and Dental
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Complete medical and dental claim forms
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Monitor reimbursements
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Review and analyze medical and dental claims to ensure accuracy of billing