Services Provided:
- Bill paying, including calls to payees regarding incorrect bills and preparation of payments for client approval.
- Reconciling checking accounts and investment statements.
- Preparing and making bank deposits.
- Organizing tax documents.
- Negotiating with creditors.
- Reviewing medical insurance papers and verifying proper processing of claims.
- Providing general organization of financial papers and systems.
- Referring clients to legal, tax, and investment professionals and to community resources.
Helping:
- People in life transition - divorce, loss of spouse
- Seniors and Older Adults
- Small Business Owners
Remote Service: YES
I've been a self-employed full-charge bookkeeper since 2005, with 40+ years experience in finances/bookkeeping/ accounting. I've been helping small business owners, women entrepreneurs and individuals to understand their finances by helping them with their bookkeeping.