The work undertaken is specific to the needs of the client, and may include:

  • Payment of bills, including analysis of bill accuracy
  • Reconciliation of checking accounts
  • Preparation of budgets and spending plans
  • Reconciliation of investment statements
  • Preparation and making of bank deposits
  • Organization of tax and financial documentation
  • Medical claims management, to assure accuracy and proper processing
  • Organization of insurance documentation
  • Scam and fraud avoidance
  • General organizational assistance
  • Other services as mutually agreed to

Fees are based on the services being undertaken.