Daily Money Management
Helping you stay on top of routine financial tasks with ease and confidence.
- Bill Payment & Cash Flow Tracking
Ensure bills are paid on time, avoid late fees, and manage due dates and monthly cash flow. - Account Reconciliation
Monitor and compare bank, credit card, and investment accounts with client records. Resolve discrepancies quickly. - Income & Expense Tracking
Receive regular reports summarizing spending, income, and financial trends when requested.
Maximizing Savings & Simplifying Choices
Reduce wasteful spending and make informed financial decisions.
- Identify and eliminate unused subscriptions and memberships
- Review and compare insurance quotes (home, auto, umbrella)
- Optimize phone plans to better match usage and reduce costs
- Research and compare large purchases (appliances, vehicles, etc.)
Document Organization & Records Management
Create order and access in your important financial, legal, and medical documents.
- Gather and organize essential records (bank, tax, insurance, medical)
- Develop simple systems for filing — paper and digital
- Digitize key documents and store securely
Personal Affairs & Family Communication
Helping you prepare, stay connected, and keep loved ones in the loop.
- Organize legal documents needed in emergencies
- Compile contacts, passwords, and account information for trusted family members
- Facilitate sibling/intergenerational conversations
- Keep designated family members or caregivers informed of key updates
- Coordinate referrals to trusted professionals and service providers
- Assist with online gift shopping for birthdays, holidays, or special occasions, so you never miss an important moment
Professional Referrals & Collaboration
Connecting you with trusted experts when additional guidance is needed.
- Gather quotes for household repairs or services to help you choose reliable, cost-effective options
- Leverage my network to provide vetted options (e.g. financial planners, attorneys, CPAs, insurance advisors, housekeepers, dog walkers, landscapers, etc.)
- Make introductions and help ensure smooth communication
- Provide ongoing follow-up if needed
We Also Work For Small Businesses & Solopreneurs
Support to help you stay financially organized, so you can focus on growing your business.
- Basic bookkeeping to keep your records clean and current
- Categorizing expenses for easier tax prep and budgeting
- Monitoring budgets to help you stay on track
- Preparing monthly financial reports for clarity and insight
- Communicating with vendors regarding billing, payments, or discrepancies
Optional Add-Ons
- Payroll coordination with your chosen provider
- QuickBooks setup and basic training
- Year-end organization to streamline communication with your accountant or tax professional