Services
Convenient, confidential, personalized, professional
Services for busy professionals, small business owners, nonprofit organizations and individuals, with a special focus on seniors.
Individuals, seniors and families
- Receive and review email and postal mail
- Bill payment
- Bank reconciliation
- Bank deposits
- Preparation of information for tax reporting
- Form completion
- Correspondence
- Telephone inquiries
- Regular reporting at the client's request
Able to work remotely.
Small businesses, professional offices and nonprofits
- Accounts receivable
- Accounts payable
- Bank reconciliation
- Payroll processing and review
- Correspondence
Able to work remotely.
How it works
It starts with a conversation about what is piling up and what would help most. From there Marcia sets up a routine that fits you: how often she visits or checks in, which accounts and bills she handles, and how she reports back.
You stay in control. Marcia handles the routine work, keeps careful records, and brings anything that needs a decision to you.
Let's talk about what would help
Every arrangement starts with a conversation. Tell Marcia what's piling up, and she'll explain how she can take it off your plate, in person or remotely.