The work undertaken is specific to the needs of the client, and may include:
- Management of bill payments, 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 provided.