Personal Financial Assistants to help you or your loved ones manage your daily financial paperwork.
Those that might need services include senior citizens or families of senior citizens who have lost the ability to keep up with paperwork in daily affairs, those who don’t have family in town, or those who prefer to enjoy retirement, a busy professional or those who travel often, someone going through a life-changing event such as a divorce, a death or a serious medical condition or a person with a disability who needs help to remain independent
Some of the services offered include:
• Balance and reconcile bank accounts both online and on paper, review credit card statements for accuracy
• Pay bills and prepare of checks for clients to sign
• Setup and manage online banking and bill pay
• Decipher medical insurance bills and verifying proper processing of claims
• Review accounts for unusual activity and monitor for fraud
• Manage incoming mail, purge junk mail and shred sensitive information
• Prepare deposits and deliver checks to bank
• Produce financial reports in Quicken software such as expense by category, charitable donations, interest received, fees paid, utility reports, etc.
• Create and utilize an efficient filing system for paperwork
• Organize and deliver information to CPA for tax preparation
• Handholding and reassurance
In addition, we can also assist with basic cell phone and computer issues, creating phone and computer backups to protect data, help with managing emails, contacts, and maintaining digital photo storage.
Company Details
- Address
- West Bloomfield, Us
- Industry
- Accounting
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation ServicesPayroll ServicesOther Accounting Services
- Keywords
- bookkeeping and personal assistant.
- HQ
- West Bloomfield
- Competitors
- Martin Houle Services Conseil, MOTO | SECURE, Covid Crisis Rescue Foundation, TAC Forensics LLC, Clinical Forensic and Neuropsychology Associates of New Mexico, Financial Crisis Future Solution Ltd., PortaLinks, The HACCP Company, Houston Notary Pro & Signing Agent (SM), The Asian Financial Crisis 1995–98.
The Book's Keeper Llc Questions
The Book'S Keeper Llc's website is https://www.facebook.com/thebookskeeperllc/
The Book'S Keeper Llc's LinkedIn profile is https://www.linkedin.com/company/thebook'skeeperllc
The Book'S Keeper Llc's industry is
Accounting
The Book'S Keeper Llc's top competitors are
Martin Houle Services Conseil,
Moto | Secure,
Covid Crisis Rescue Foundation,
Tac Forensics Llc,
Clinical Forensic And Neuropsychology Associates Of New Mexico,
Financial Crisis Future Solution Ltd.,
Portalinks,
The Haccp Company,
Houston Notary Pro & Signing Agent (Sm),
The Asian Financial Crisis 1995–98.
The Book'S Keeper Llc's categories are Accounting
