What types of services are typically provided?

Bill Payment & Review 
Write checks, review bills for accuracy, make inquires to vendors, answer questions about bills from clients

Expense & Income Tracking
Reconcile statements, monitor accounts for irregular activity

Document Management
Process and organize bills and documents, scan or shred documents

Automating Finances
Set up automatic bill payment

Create & Maintain Budget

Collaborating with other professions on clients behalf as part of team

Miscellaneous
Client dependent

Providing Daily Money Management Services for Seniors