The actual work we do for you depend on your customized needs:
- Bill paying, including call to payees regarding incorrect bills.
- Reconciling checking account, investment statements, and credit card statements.
- Preparing and making bank deposits.
- Organizing tax documents – preparing them for your tax preparer.
- Preparing travel arrangements.
- Maintaining Social Media presence.
- Providing general organizational assistance.
- Working closely with your legal, tax, and other professional advisors.
- Preparation of payroll checks for home employees, including calculation of payroll taxes and preparation of payroll tax returns.
- Establishing budgets and spending plans.
- Preparing plans to reduce debt.
- Creating paper and digital financial file systems using Quicken and training clients to use the software.