The list below illustrates some example services that I offer. As each client has a unique story and varying needs, we will tailor these examples and/or identify other procedures to develop the scope of work that best fits the individual.

Organizing, managing, and tracking financial records

              • Converting hard-to-read, handwritten checkbook registers to a spreadsheet or other electronic format
              • Importing financial records into an electronic database that allows better tracking
              • Analyzing financial records to identify discrepancies or unusual transactions
              • Reading financial documents and explaining them in a way that is easily understood

Reconciling bank accounts and assisting with other banking transactions

              • Balancing bank accounts on a monthly basis
              • Facilitating the payment of bills or deposits of money received
              • Assisting with initial setup of online banking or online bill payments
              • Reviewing credit card and bank accounts to identify any unusual transactions

Establishing and monitoring compliance with budgets

              • Analyzing past spending to assist in budgeting
              • Monitoring spending against an established budget
              • Making recommendations about possible improvements to spending patterns

Compiling summaries of personal assets, liabilities, and expected cash flows

              • Creating lists of items owned and debts owed
              • Preparing summaries of inflows and outflows of cash
              • Compiling financial information from various sources into one place for easier organization

Organizing tax documents and/or working with tax advisors

              • Summarizing receipts and other financial records to assist in the tax return preparation process
              • Working with your tax preparer or other advisors to provide information or resolve questions

Managing, sorting, and filing mail or other documents

              • Reviewing mail to assist in determining what is important and/or needs action
              • Establishing a filing system to keep paperwork in order
              • Purging unnecessary mail or documents in a way that limits exposure to identity theft