Organized office (1).png

Our Professional Services

Your Events

  • Managing Social / Business Calendar

  • Assisting with Funerals / Memorials

  • Planning / Servicing Celebrations

  • Facilitating Meetings and Zooms

  • Organizing Family Travel / Relocations

  • Scheduling Business Events

 

Your Finances

  • Tracking and Mapping Assets

  • Paying Bills / Autopay Options

  • Sending / Recording Donations

  • Maintaining Budgets and Software Updates

  • Organizing tax documents

  • Filing Insurance Claims

 

Your Paperwork

  • Managing Passwords

  • Filing / Organizing Documents

  • Reviewing Medical Insurance

  • Researching Savings on Utilities / Purchases

  • Corresponding with Financial Institutions, etc.

  • Condensing / Shredding old files