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Our Rates

Monthly Pricing Plan 
$225.00

Includes: 

  • 2 home visits per month to collect mail and paperwork

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

  • Financial record management

  • Medical billing issues (up to 1 hour per month)

  • Negotiating with creditors (up to 1 hour per month)

  • Sorting and processing Mail

  • Organize health records and expenses

  • Credit card and bank reconciliation

  • Monthly budgeting

  • Monthly debt reduction tracking

Hourly Pricing  
$125.00

  • Collect mail and paperwork

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

  • Financial record management

  • Medical billing issues 

  • Negotiating with creditors

  • Organize health records and expenses

  • Credit card and bank reconciliation

  • Monthly budgeting

  • Monthly debt reduction tracking

  • Pre-Tax Preparation with phone calls to your accountant as needed

  • Debt Reduction Plan consultation and setup

  • Budgeting Consultation and set up

  • Financial coaching or counseling

  • Financial fraud issues

  • 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

  • Bill payment services for small businesses

  • Bookkeeping

  • Quickbooks management

For Individuals and Small Businesses

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