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Money Management

Daily Money Management

We:

  • Provide comprehensive monthly spending records
  • Conduct all basic bill-paying activities
  • Review bills, confirm accuracy of charges or fees
  • Prepare checks for signing or prepare approval list for online payments
  • Manage incoming funds from business properties and verify deposits
  • Monitor investment accounts, record incoming deposits, dividends and fees
  • Monitor credit card activity to insure accuracy and avoid fraud
  • Verify accuracy of medical bills and insurance copays