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Services

Browse through some of our more common services.

Financial Support Services Include:

Professional Assistant Services Include:

Professional Assistant Services Include:

  • personal bookkeeping, accounting & bill pay, tax preparation
  • accountant liaison, wealth manager liaison
  • bank account deposits, fraud monitoring
  • investment record keeping/ tracking
  • bookkeeping and bill-pay assistance for older adults
  • liaison/ “boots on the ground” for non-local children of local aging parents

Professional Assistant Services Include:

Professional Assistant Services Include:

Professional Assistant Services Include:

  • general office administration for small business
  • private-practice medical billing and follow-up
  • errands
  • small business payroll

Personal Assistant Services Include:

Professional Assistant Services Include:

Personal Assistant Services Include:

  • calendar management & scheduling, as-needed transportation & doctor appointment buddy service
  • home organization, restoring order
  • mindful downsizing, listening, witnessing the process
  • the extra pair of hands, general household tasks, errands
  • home office management, paper pushing/ purging, organization
  • end-of-life preparation and family support

Bonded and Insured

828-273-1797

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