Do you always know how much cash is in your bank account? Or are you more like the person who dreads reconciling their checking account to their bank statement each month and hopes for the best?  Do you often wonder if you have enough left in your checking account to cover the purchase you are making. There’s nothing more embarrassing than to have your Visa or check card declined for lack of funds. Maybe with everything else going on in your life you just don’t want to take the time needed to balance your checking account to your bank

Maybe you are like so many of us and are having a harder time reading all that small print on your bank statements? It could be that you fine yourself confused and frustrated when you are trying to pay your bills. Maybe you are just having a more difficult time writing those checks and getting them mailed so you can avoid those late fees and finance charges.

If any of this sounds like you or someone you know then your definitely need to give me a call. I offer services for those individuals that are too busy to balance their checkbook monthly and get their bills paid on time. But I also work with those of us that are having a more difficult time keeping our accounts balanced and our bills paid on time so we can avoid all those extra charges for any number of personal reasons.

I have added this service my business because I remember my Grandma struggling with these very issues the last few years of her life. My Mother was close by and was able to help her most of the time. Since I too lived closed, I often went over to her place to help her out as well. Because of this experience I decided to add this service to my business.

I pride myself and my business in having a good, trusting relationship with all of my clients. I believe in both good communication and trust in order to have a successful working relationship.  I always insist on an initial meeting to allow both of us the chance to get to know each other and to begin establishing a good working relationship. .If the fit doesn’t “feel” right to either of us then I can try and help you find someone that will be a better match for you.

If you have a special need let me know and I will tell you honestly whether or not it is something I can do. If it isn’t I may know someone

Some of the services I offer are:

·         Monthly Bank Reconciliations

·         Monthly Credit Card Reconciliations

·         Bill Payment

·         Help with Insurance Forms and understanding of the explanation of benefit statements.