Are you Worried about a Loved One?  Are you Too Busy?

More and more people are enjoying the benefits of having someone help them with their personal paperwork and finances.

Do you have an older family member that needs help paying bills and monitoring their money?  Maybe you don’t have time to help or are not local?

Are you a busy professional needing help managing your finances or assembling documents for your taxes?

Below are some of the services we offer to help you, or your loved ones deal with personal bookkeeping and paperwork tasks.

• Opening and organizing mail
• Bill paying
• Checkbook balancing
• Reviewing investments and insurance policies
• Helping with paperwork for investment properties and rentals
• Keeping track of assets
• Coordinating with investment advisors
• Helping with paperwork for investment properties and rentals
• Helping gather tax documents at the end of the year.

We can ease the paperwork overload for:

• Busy professionals
• Elderly and other adults needing assistance due to health or memory issues
• People with physical disabilities
• Anyone who would rather spend their time on personal interests rather than paperwork!

We Make it Simple

• We will work with you to tailor our services to your personal needs 
• You may drop off your paperwork, or we will go to your home and gather it for you
• We will work with you on any timeframe - weekly, monthly, or yearly
• You will generally work with one or two of our dedicated staff
• You can be assured your information will be kept private and confidential.