Open and sort mail; review bills for accuracy and process them for payment and signature by client; create electronic records of disbursements and receipts
Prepare easy to understand financial reports such as budget and spending comparison reports and bank balance summaries
Resolve billing discrepancies and potential fraud or personal identity theft. Act as intermediary with legal, tax and investment professionals
Reconcile bank statements; prepare and make bank deposits; maintain organization of bank records
Reconcile health and prescription bills with insurance claims and resolve incorrect charges
File all financial documents such as paid invoices and statements; organize tax documents and related paperwork for tax preparer; document digital assets
Organizing all spaces in a home including: closets, kitchens, paper, mail systems, basements, toys, bedrooms, and any other space you want organized. You work alongside us making decisions, giving us feedback, and learning organizing skills to keep it organized and maintain systems.