Services: How I Can Help You as a Daily Money Manager

Because every person's situation is unique, you are able to select from the following services to meet your individual needs. You retain control of your finances, including signing checks, while I assist you by overseeing financial transactions, completing paperwork and communicating with your business contacts. As your needs change, my services can evolve to working under the supervision of your legal representative.
 
  1. Tracking and resolving issues with your medical bills and insurance claims
  2. Reviewing and paying your bills, with you signing the checks
  3. Contacting your creditors and financial companies for additional information and account changes as needed
  4. Preparing and making your bank deposits
  5. Monitoring and reconciling your bank and investment accounts
  6. Tracking your income and expenses using Quicken
  7. Working with you to create monthly budget and spending plans
  8. Preparing net worth and income/expense reports for you on a quarterly basis
  9. Reviewing and replying to your business mail with direction from you
  10. Recordkeeping, including culling your unneeded paperwork and organizing your business files
  11. Organizing your documents for income tax purposes (does not include preparing tax returns) and delivering them to your tax accountant
  12. Working with your attorney, financial planner and tax accountant as needed
  13. Providing referrals to legal, tax and investment professionals upon your request
  14. Other tasks within the realm of office support as agreed upon with you
 
I will not and cannot provide the following services:
Preparation of tax returns | Financial advice | Investment advice | Legal advice
Work can be done in your home or remotely from my office. When work is done in your home, there will be a two-hour minimum charge per visit. An hourly rate will be charged for all work.
Call Debbie Verity at 650-464-4330 to arrange a free, one-hour
consultation so that we can talk about how I can assist you.