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Let us help you get financially organized and stay on track with your daily finances. 


Services for Individuals and Families

  • Bill payment services for individuals and families

  • Budgeting

  • Debt reduction

  • Financial coaching or counseling

  • Financial fraud issues

  • Financial record management

  • Medical billing issues

  • Negotiating with creditors

  • Sorting and processing Mail

  • Review, preparation, and payment of monthly bills and obligations

  • Organize health records and expenses

Walk by the river

Additional Services

  • Organize financial and tax documents

  • Assistance with budgeting and debt consolidation

  • Medicare claims and correspondence

  • Review medical bills and insurance claims

  • File insurance claims and appeals

Accounting Tasks

Small Business

  • Bill payment services for small businesses

  • Bookkeeping

  • Pre-tax preparation

  • Quickbooks management

  • Credit card and bank reconciliation

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