What tasks do we handle?

• Sort and review incoming mail
• Bill-paying, including calls to payees regarding incorrect bills
• Preparation of cheques for clients to sign
• Balancing your cheque book
• Organize and keep track of financial and medical insurance records
• Prepare and deliver bank deposits
• Research and negotiate better rates for services and creditors
• Set up online bill paying and coaching
• Act as a liaison to families at a distance
• Organize your paperwork
• Run errands
• Mediation between family members.
• Computer tutoring for seniors.

We can work at your home or from our office 

WE GUARANTEE PROMPT, CONFIDENTIAL, AND PROFESSIONAL SERVICE