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.
Tracking and resolving issues with your medical bills and insurance claims
Reviewing and paying your bills, with you signing the checks
Contacting your creditors and financial companies for additional information and account changes as needed
Preparing and making your bank deposits
Monitoring and reconciling your bank and investment accounts
Tracking your income and expenses using Quicken
Working with you to create monthly budget and spending plans
Preparing net worth and income/expense reports for you on a quarterly basis
Reviewing and replying to your business mail with direction from you
Recordkeeping, including culling your unneeded paperwork and organizing your business files
Organizing your documents for income tax purposes (does not include preparing tax returns) and delivering them to your tax accountant
Working with your attorney, financial planner and tax accountant as needed
Providing referrals to legal, tax and investment professionals upon your request
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.