Safeguarding of Assets
Assets are preserved by avoiding late payment fees, bank fees from
bounced checks, and from receiving a bad credit report.
With proper budgeting, a client can see where the money is going,
and can save their assets with an appropriate savings/spending plan.
I can ensure that investments are followed, and tasks such as
mailing in stock certificates, if necessary, are taken care of.
Organization of insurance claims aids in keeping track of amounts
paid to providers of medical services in order not to over-pay.
Independent Voice
A trusted CPA can be an independent voice
in family disputes.
Proper Accounting & Record Keeping
Financial transactions are properly recorded
and files are organized.
Records are retained as long as necessary
and eliminated when possible.
Assurance Services
I can assure that bank reconciliations are done monthly.
Assure that deposits and withdrawals are reflected
properly on the bank statement.
I can act as a “watch dog” over workers who come to the home, such as home health aides.
Assist in the arrangement for reliable help.