Personal Bill Pay, Checkbook Balancing & More

Providing services to Travelers Abroad, Active Retirees, or those who are too busy or just don’t have the time.

Services we provide include, but are not limited to:

• Create / Organize filing system

• Monitor billing invoices for accuracy

• Check Writing / prepare for mailing

• Online Bill Pay

• Record and Track Automatic Withdrawals from accounts

•  Record and Track Income: Social Security and Medicare, Disability, Pension, 401K, Dividends, Welfare benefits, Survivor’s benefits, Death gratuity benefits, Insurance settlements, IRA Distributions, etc.

• Track Tax Deductible Expenses so you are prepared for tax time: Volunteer   Mileage, Medical Mileage, Charitable Contributions, Medical Expenses, Dependent Care Expenses

•  Tracking Payments to Domestic Household Workers, i.e., Caregivers, Private Nurses, Housekeepers, etc

   

   ** Avoid Missed bill payments, Duplicate payments, Overpayments, Unnecessary late fees, Additional interest charges, etc