Convenient meetings at your home or office.

  Creating and maintaining a system for organizing financial records.

  Paying bills, including calls regarding incorrect bills and reconciliation of payments.

  Balancing and reconciling bank and credit card statements.

  Creating budget from existing data and monitoring spending habits.

Setting up online banking, online bill-pay and auto-payment on bills.

  Reviewing statements for identity theft or fraud.

  Preparing files to tax filing.

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

  Preparing and delivering bank deposits.

  General organization and administrative assistance.