|
|
Services are tailored to meet your individual needs:
|
|
? Bill review and mail sorting
We will open and review all of your bills and verify their accuracy. If there are discrepancies, we can follow up and handle corrections.
? Checking AccountWe wil balance your checking account, organize your files, provide monthly statements.
|
| |
|
? Bill payment
We can set up on-line payments or create checks for your signature and make sure that they are paid on-time every month.
? Organization
We will organize your documents so that at tax time you will be ready. No more scrambling to find the statements you need.
|
? Bill discrepancies
We will contact billers on your behalf and have discrepancies corrected.
? Budget Coaching
We can help you set up and maintain your budget.
....always done with confidentiality and professionalism.
| |
|
|
|
