Services

Office Work

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

Other Services

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

Tax, Legal and Investment

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.