Busy Professionals

  • Act as your own Personal Executive Assistant
  • Organize and action your mountain of mail
  • Review bills and confirm accuracy of charges
  • Conduct basic bill pay and check deposit
  • Prepare checks for signature or prepare for online payments
  • Monitor investment accounts for accuracy
  • Negotiate with third parties concerning bills, insurance claims and other household issues
  • Monitor credit card activity to avoid fraud
  • Inventory and photograph personal valuables
  • Manage your finances when you are traveling
  • Work with your CPA, attorney or other financial advisors to ensure that your records are ready for tax preparation
  • Other custom services as required and agreed upon

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