Productivity Services for Executives, Business Owners and Individuals
Office Solutions
Set up systems for handling mail and other incoming paperwork
Review and modify existing filing system, if needed
Set up systems for information retrieval
Financial Services
Pay monthly bills on a timely basis, avoiding late payment fees and finance charges
Review bills for accuracy and handle all questions with vendors
Prepare checks for signature, pay bills on-line or set-up to be paid via auto-pay
Make deposits
Reconcile bank statements & credit card bills, and review for discrepancies
Set up and maintain Quicken and QuickBooks files
Organize documents for tax preparation
Organize files
Set-up & maintain financial accounts on Quicken or QuickBooks to track income & expenses, and provide comprehensive financial reports
Design & implement a paper management system for all bills, statements & receipts
Needs Assessment
A two to three hour consultation where we review your current situation and start to create a plan for moving you from where you are today to where you want to be. With this plan, you can choose to do the work yourself or hire us to work alongside you to implement the plan.
Estate Information Organizing
Organization and documentation of all personal, legal and financial information, including final arrangements. This is not financial planning, but is a repository for all of your important information. Assistance with property clearing.
