• Bill payment and coordination
• Checkbook balancing
• Tax organization for accountants
• Billing issue resolution

Insurance claims – We organize medical bills
to ensure proper benefit payments reconciled
to the estimate of benefits from:

• Medicare
• Medicare Part D
• Secondary insurance

Records organization – Working with clients to
brings records up to date allows us to:

• Maintain personal filing
• Update status changes
• Create a detailed personal information record

Personal needs –

• Run occassional daily errands when necessary
  (i.e. cleaners, pharmacy, post office, etc.)
• Organizing schedules, moves, etc.
• Link with appropriate outside services as
  needed (geriatric care managers, attorneys,
  accountants, movers, etc.)
• Scrapbooks, photo albums
• Organizing and planning for
  sentimental items