PROPERTY MANAGEMENT

• Comprehensive Maintenance & Care Program

• Residential & Commercial Properties

• Renovation Oversight

• Bill Paying & Household Budgeting

• Community Association Management

REMOTE BILL PAYING / BOOKKEEPING

• Track Payables & Receivables

• Process Invoices & Payments Accurately & On Time

• Reconcile Bank Accounts & Process Bank Deposits

• Create & Maintain Monthly Financial Reports
• Preparation of Tax Related Information
• Special Projects as Needed

TRUST ADMINISTRATION /
FINANCIAL OPERATIONS

• Cash Management

• Financial Reporting

• Oversee Management of Assets & Distributions

• Bookkeeping & Bill Paying

SENIOR AFFAIRS PROGRAM

• Assistance with Bill Paying

• Property Management

• Liaison for Wealth, Tax, Accounting & Estate Advisors

• Coordination with Health Providers & Housekeeping
• General Errands & Communication with Family

CONSULTING & PROJECT MANAGEMENT

• Business Planning for Startups

• Financial Modeling

• Streamlining Existing Businesses

• Outsourced Business Service Solutions