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MONEY, MAIL and MEDICAL INSURANCE MANAGEMENT SERVICES
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MONEY
MANAGEMENT
- Identify
and Pay Bills
- Set
up and monitor on-line bill pay system or
- Prepare
checks for client or relative to sign
- Review
and/or balance checkbooks
- Reconcile
bank statements
- Resolve
duplicate check payments
- Handle
disputes with providers
- Negotiate
with creditors
- Banking
and Identifying Fraud
- Maintain
organization of bank records
- Prepare
and deliver bank deposits
- Identify
"red flags" such as large transfers of funds
- Check
e-mails for fraudulent activity
- Identify,
cancel or stop contests, sweepstakes and other fraudulent
activity
- Prevent
or identify other forms of financial fraud
- Organize
and Prepare Records for Income Tax Purposes
- Act as Executor of your Estate and/or Power of Attorney for Property or Finance
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| Sort
and process personal mail |
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| Banking
and identifying fraud |
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| Organize
and prepare records for income tax purposes |
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| Medical
Insurance Management |
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MAIL
MANAGEMENT
- Sort
and Process Personal Mail
- Recycle
junk or outdated mail/paperwork
- Establish
filing systems
- Identify
large bills or balances on credit card statements
- Bring
important documents to your attention
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MEDICAL
INSURANCE MANAGEMENT
- Reconcile
Medicare and/or secondary insurance
- Review
doctor and hospital bills for accuracy
- Review
Medicare and insurance payments for errors or exclusions
- Help
resolve incorrect billings
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| WE
ARE INSURED AND BONDED! |
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