Services

• Bill pay
• Bookkeeping
• Budgeting
• Account reconciliation
• Organizing and safeguarding records
• Medical bill review
• Insurance review
• Payroll services

• Coordinate and manage service providers (repair, maintenance, utilities, contractors, projects...)
• Create automated reminders 
• Assist with capital purchases
• Managing properties
• Trustee services
• Notary services

I do not provide tax, legal or investment advice, however, my services compliment those professional who do by providing reports, support and attending meetings if requested.