Convenient meetings at your home or office.

  Creating and maintaining a system for organizing financial records.

  Paying bills, including calls regarding incorrect bills and preparation of checks for you to sign

  Balancing and reconciling bank and credit card statements.

  Reviewing statements for identity theft or fraud.

Sorting mail, separating official-looking solicitations and valid correspondence.

  Preparing and delivering bank deposits.

  General organization and secretarial assistance.