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 senior could have their bills opened, checks written and invoices mailed through our services.

Bank or statement reconciliation:  If the average service fee levied for a bounced check is more than $25 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 either large or small households.

Insurances:  Many individuals and especially seniors find it difficult to navigate the complicated systems of insurance, 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.