Currently accepting new clients! Call us today at 941-223-0246
Services
Banking Assistance
Document Preparation
Document Preparation
- checkbook balancing & recording of transactions
- preparing and delivering deposits (*subject to bank regulations)
- bill payment via online, telephone, or check
- preparing checks for signatures
- obtaining copies of checks
- acquiring copies of bank statements
- statement review/reconciliation and explanation of transactions
- dispute resolution on your debit/credit card or checking account
- identity theft and fraud support
- financial coaching and budgeting
- supervise payments to creditors, insurance companies, and medical providers
- medical bill reconciliation
- securing ADA services
- shredding services
- credit report review
- coin rolling
- collaboration with legal, tax, and financial professionals
Document Preparation
Document Preparation
Document Preparation
- assistance collecting documents needed for Trust, Estate, or Guardianship account set up
- obtaining and organizing documents needed for Tax preparation
- notary service
Personal Concierge
Document Preparation
Personal Concierge
- document retention and organization
- username and password secure retention
- creation and/or maintenance of your legacy binder
- mail organization and review
- appointment scheduling
- reminder services - appointments, birthdays, etc
- online/mobile/tablet assistance
- computer organization
- small-scale online gift shopping
- purchase of greeting cards
- writing thank you cards
- order/pickup/return library books
- preparation and shipping of small packages
- oversee light household maintenance
- referrals to community resources
Small Business
Personalized Services
Personal Concierge
- bank deposits (*subject to bank regulations)
- change orders
- light bookkeeping services
- shredding services
- document retention and organization
- uploading documents and/or receipts
- light data entry
Young Adult
Personalized Services
Personalized Services
- financial health education: goal-setting and how to develop healthy financial habits
- credit card debt management
- explanation of bank services
- create a monthly budget
- appointment assistance
- ongoing financial accountability
Personalized Services
Personalized Services
Personalized Services
- if you are in need of assistance with a matter that is not listed above, please contact us to see how we can help!