Achieving a sense of serenity and empowerment over your financial obligations is important for your peace of mind as well as your overall health. I'm here to help if you're feeling lost or stressed due to a change in marital status, recent retirement or a change in career and family obligations. Privacy and discretion are tantamount to achieving trust and confidence and I will execute both to the
fullest. As a Daily Money Management my services for Individuals include Financial Organization and Record Keeping such as:
- Sorting and Processing of Incoming Mail
- Review, Preparation and Payment of Monthly Bills and Obligations
- Mailing of Payments and Correspondence Not Paid Online
- Monthly Reconciliation and Monitoring of Bank Accounts
- Prepare and Transact Check or Cash Deposits
- Negotiate with Creditors, Assistance with Budgeting and Debt Consolidation
- Organize Financial and Tax Documents
- Organize Health Records and Expenses
- Quicken and Quickbooks Management
I also provide assistance with Estate Planning for you or your loved ones and additional services such as:
- Medicare Claims and Correspondence
- Assistance with Tax Preparation
- Review Medical Bills and Insurance Claims
- File Insurance Claims and Appeals
- Interface with Financial, Legal, Service, Accounting and Other Professionals
Small Business services include:
- Keeping track of all the business’ financial transactions
- Maintain accurate financial records
- Keep the accounting filing system in order
- Oversee the business’ inventory and cash flow
- Manage the annual budget and petty cash fund
- Calculate budget variances and report any significant issues
- Pay suppliers, customers, and debts on time
- Manage debt levels to ensure debt covenant compliance
- Enforce sales tax collection from customers and remit them to the government
- Ensure the prompt collection of receivables
- Balance the financial books by reconciling them with bank statements
- Communicate financial issues to the management
- Generate financial reports with analysis of the financial statements
- Provide the information accountants and auditors need for their reports and audit
- Follow the standard accounting procedures and policies
- Ensure compliance with the local, state, and federal government’s reporting requirements
