what we do
Our Services
DAILY MONEY MANAGEMENT
- Bill Paying
- Mail Open, Sort, and Review
- Bank Reconciliation
- Budgeting
- Vendor Troubleshooting
- Financial Organization
- Appointment and Calendar Management
- Tax Document Prep
- Basic Help with Some Electronics
- Professional Services Coordination
- Referral Resource
- Fraud and Scam Protection
PROFESSIONAL FIDUCIARY
- Power of Attorney
- Trustee
- Mobile Notary