Services & Support

Do you need help:

Filing medical claims and tracking medical expenses?
Planning your philanthropy and tracking charitable gifts?
Keeping track of your insurance coverage and cost?
Knowing how much you have invested in improvements in your principal residence? In your investment properties? In a property held in trust?
Keeping track of your credit cards and credit limit?
With bookkeeping for personal accounts or a small business?
Managing payroll for household employees?
Keeping track of your art and jewelry for security and insurance purposes?

Prepare and file medical claims, track reimbursed and unreimbursed medical expenses
Track philanthropic giving and activity year-round and provide “snapshots” as needed
Gather and organize insurance policies; graph coverage and cost; track coverage periods and premium due dates
Organize, file and summarize home improvement and maintenance costs; create systems for operating properties held in trust
Summarize and monitor outstanding credit cards and total credit limit; monitor credit cards for fraud
Track, summarize and submit reimbursable expenses to an ex-spouse
Create custom QuickBooks file for personal or small business bookkeeping
Create timesheet, approval and payroll systems for domestic employee and prepare quarterly and annual reports and filings
Create inventory of jewelry, art and antiques