SERVING A MATURING NATION

PERSONAL ASSISTANT/Professional Organizer

Hourly fees  – We organize everything -
Nothing is out of our realm of expertise

Call 904-TAX-8290 for a free consultation

Services offered:

Clerical assistance

Bill Paying

Monthly reconciliation of bank accounts

Organizing paperwork for tax preparation

Organizing financial documents

Advising on documents to save or shred

Medical Billing Advocate - Review of medical statements and bills for accuracy

Basic computer training

Provide instruction on Quicken bookkeeping software

Appointment scheduling and reminders