WE SIMPLIFY YOUR LIFE.

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