Help With Your Day-to-Day Financial Tasks
Managing the everyday details of your financial life takes time and effort. Bills need to be paid, accounts monitored, records maintained and paperwork handled. While these tasks aren't especially difficult, together they consume time you'd rather spend elsewhere - or simply become more than you want to manage yourself.
I will take care of some or all of these responsibilities for you, with services customized around what you need and how involved you want to be. You remain in control; you simply decide which tasks you want to take off your plate.
What Can I Help With?
Day-to-day financial task management may include:
Bill Payment and Management
Paying bills accurately and on time
Tracking due dates and recurring obligations
Establishing convenient and reliable payment systems
Account Reconciliation
Reconciling bank and credit card accounts
Identifying discrepancies or unusual transactions that need attention
Monitoring and Reporting
Tracking income and expenses and helping maintain a spending plan
Monitoring accounts for unexpected activity
Providing useful financial summaries
Financial Paperwork and Organization
Reviewing and handling financial mail
Organizing statements, receipts and other records
Gathering information needed by your CPA, financial advisor or other professionals
A Service Built Around You
Services are provided in person, remotely or through a combination of the two. You can choose ongoing weekly, biweekly or monthly assistance - and get additional help when a particular need arises.
You decide how much you want to delegate. I can handle agreed-upon tasks for you or work alongside you to establish systems that make them easier to manage yourself.
The objective is simple: spend less time managing financial details while knowing they're being handled carefully and consistently.