- Pay bills
- Review bills for errors, overcharges, and fraud
- Resolve billing issues
- Create a calendar of bill payment and other financial due dates
- Check writing and preparation of checks for client signature
- Help clients save money by eliminating duplicate or unused services or finding other ways to save
- Setting up auto pays and online bill payment through banks
- Bank account reconciliation
- Monitoring and examining credit card statements for unusual activity
- Open and sort mail, throw away junk mail, shred sensitive information
- Tracking and monitoring payments to creditors, insurance companies, medical providers, and others
- Preparing and making bank deposits
- Pre-tax preparation
- Negotiate and settle disputes with creditors or financial institutions
- Reviewing medical insurance papers and verifying proper processing of claims
- Submitting and tracking insurance claims and monitoring the ones submitted by providers
- Guarding against scams and fraudulent solicitations
- Organizing files, document management
- Ensure taxes are paid on time
- Referring clients to legal, tax, and investment professionals, and to community resources
- Identifying the need for proper estate planning, including the essential legal documents for planning and protection
- Assisting clients with estate settlement, together with estate attorney
- Notary Services
- Special projects specific to your household or situation
- I act as an advocate and liaison between you and your attorney, accountant, financial advisors and creditors to ease the time-consuming burden of managing these relationships, particularly from afar. Not sure what paperwork your tax accountant is asking for or what legal documents you need? Do you want to get insurance but not sure where to get started? I can help coordinate all these types of tasks and organize your documents
- Keeping your family updated in accordance with your instructions about the family members who should be provided information, what information you want them to have, and how often you want them updated
- Miscellaneous Personal Assistance duties such as sending holiday cards, greeting cards, etc.