"It's Your Money, Let M. O. M. Help!"
Stacey F. Matthews, CSA Daily Money Manager Member Society of Certified Senior Advisors Member Association of Daily Money Managers |
Bill paying
- Processing bill payments.
- Reconciling credit card statements.
- Communicating with creditors regarding billing issues.
- Organizing payment schedule and managing monthly bills.
Banking
- Reconciling checking and savings accounts.
- Maintain organization of bank records.
Tax Organization
- Compile the needed information for your tax advisor.
Notary Services
- Ability to provide notarized signatures.
Medical Claims Assistance
- Analyze and evaluate the confusing medical claims.
Payroll
- Prepare checks for employees and service providers.
- Calculate federal and state withholding taxes.
- Maintain records for year-end processing.
Special Projects and Additional Services
- Preparing Expense Reports
- Research Projects
- Correspondence
- Computer Services