Mail retrieval, opening and processing:  This includes filing, copying and entering bills in whatever manner is appropriate and necessary for the client. For example, a client who prefers online banking could have their bill payments or money transfers managed for them, or a senior could have their bills opened, checks written and invoices mailed through the service.

Bank or statement reconciliation:  If the average service fee levied for a bounced check is more than $35 such a mistake could really impact a household budget. Our clients can have all of their checking, credit card and billing statements reviewed and balanced to ensure that all charges are correct and that interest rates or bank fees are as they should be.

Record keeping:  We can create a filing system for receipts and other documents used for personal taxes or business deductions. This can be an entirely customized arrangement suitable for both large or small households and businesses.

Insurances: Many seniors find it difficult to navigate the complicated systems of Medicare and supplementary insurance and often don’t know which bills or invoices to pay. We can organize and assist with such issues to ensure that these bills are paid properly.

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