Services
Bill Pay & Budgeting
Insurance and Medical Bills
Manage Mail and Paperwork
Working with clients to assist with bill payment and budgeting for their household or small business.
Manage Mail and Paperwork
Insurance and Medical Bills
Manage Mail and Paperwork
Organizing mail and documents for ease of access and utilization. Developing processes for managing paperwork.
Insurance and Medical Bills
Insurance and Medical Bills
Insurance and Medical Bills
Assisting clients with reconciliation of Explanation of Benefit statements
and medical bills received.
Organize Tax Records
Detect Credit Card and Bank Fraud and Errors
Insurance and Medical Bills
Assist client with organization of documents required for them or their CPA to prepare taxes.
Detect Credit Card and Bank Fraud and Errors
Detect Credit Card and Bank Fraud and Errors
Detect Credit Card and Bank Fraud and Errors
Reconciliation of bank accounts, credit cards and other statements. Review for unauthorized charges and/or fraud.