WE SIMPLIFY YOUR LIFE.

PROPERTY MANAGEMENT, MAINTENANCE & CARE
  • Comprehensive Property Oversight

  • Residential & Commercial

  • Renovation Oversight

  • Bill Paying

  • Household Budgeting

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

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

 

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