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Business Consultation

Services

Banking

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  • Online bill payment or check writing.

  • Monthly bank reconciliation.

  • Credit card review for fraudulent charges

  • Analyze bills to ensure accuracy

  • Bank deposits

Record Keeping

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  • Maintain financial records and gather tax documents for tax preparation

  • Review and resolve medical insurance claims

  • Calculate annual out-of-pocket medical expenses and  charitable donations

  • Sort mail

Budgeting

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  • Formulate and maintain a budget

  • Track income and expenditures

  • Cash flow reports provided to client and family members

Investments

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  • Review brokerage statements

  • Ensure that senior clients take out required minimum distribution (RMD) before year end

Liaison to other Professionals

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  • Referrals to accountants, lawyers, geriatric care managers

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