Everyday finances – mails, bills, banking

Not much can be more time-consuming and less enjoyable than everyday finances. With great technology comes great complexity, causing ordinary paperwork chores to become even more involved. And aggravating.

Let us handle it. We interface with your legal, banking, insurance and tax professionals to take care that your personal finances are sensibly managed. We become the primary billing address and with a Quicken®/QuickBooks™ specialist on staff, we produce detailed monthly status reports.

Everyday finances – mail, bills, banking – services include:

• Mail management, sorting and filing
• Online banking and electronic (or live check) bill-pay
• Bank-statement reconciliation/checkbook balancing
• Make bank deposits and transfers
• Credit-card monitoring
• Cash flow and budget management
• Filing of medical claims
• Monitoring insurance reimbursements
• Dispute resolution (cable, telephone, utilities)
• Expiration date and renewal reminders
• Home and auto-insurance renewals oversight
• Household maintenance schedules
• Property-tax assessments and payment-scheduling review
• Social Security/Medicare guidance