Our help, your piece of mind!
Assisting seniors with practical day-to-day household financial and bookkeeping tasks.
Assisting seniors with practical day-to-day household financial and bookkeeping tasks.
Monitor and pay incoming bills based on individual needs (paper checks or online bill pay).
Prepare and deliver bank deposits.
Balance checkbooks.
Reconcile bank & credit card statements.
Create and provide bookkeeping reports on monthly spend.
Sort and manage mail.
Keep important documents, shred sensitive documents and discard junk.
Organize and file financial paperwork.
Determine a system that works for each individual (paper or digital format).
Offering services that are personalized to your specific needs. Contact us!
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