PERSONAL & SMALL BUSINESS BACK OFFICE SERVICES

General Administration  

• Current Records and Files Organizing 
• Converting to Paperless Record-keeping and Filing 

Bill Paying, Record-keeping, and Other Bookkeeping Services Including: 

• - General Ledger 
• - Accounts Payable / Receivable 
• - Invoicing 
• - Bank / Credit Card Reconciliations 
• - Filing Tax Deposits 
• - Filing Quarterly/Yearly Tax Reports 
• Tax Organizing 
• Employee Benefits Management 
• Employee Handbook Development 
• Medical Claims Processing and Disputes 
• Insurance Monitoring both for Coverage and Price Competitiveness 
• Website Design and Management 
• Create Customized Databases 
• Business Plan Development

General Administration 

   - Current Records and Files Organizing 

   - Converting to Paperless Record-keeping and Filing

Bill Paying, Record-keeping, and Other Bookkeeping Services Including 

   - General Ledger 

   - Accounts Payable / Receivable 

   - Invoicing 

   - Bank / Credit Card Reconciliations 

   - Filing Tax Deposits 

   - Filing Quarterly/Yearly Tax Reports 

• Tax Organizing 

• Grant Searches and Grant Writing 

• Employee Benefits Management 

• Employee Handbook Development 

• Medical Claims Processing and Disputes  

• Website Design and Management 

• Create Customized Databases 

• Case for Support Development 

• 501 (c) (3) Servicing and Compliance.   

• General Administration 

   - Current Records and Files Organizing 

   - Converting to Paperless Record-keeping and Filing 

• Bill Paying, Record-keeping, and Other Bookkeeping Services  

• Family Corporations and Family Foundations Bookkeeping Services  

• Tax Organizing  

• Medical and Medicare Claims Processing  

• Medical and Medicare Claims Dispute Resolution 

• Supplemental Medical Benefits Monitoring both for Coverage and Price Competitiveness 

• Estate Organizing and Estate Inventory Monitoring 

• Legacy Planning Development 

• Create Customized Databases 

• General Administration 

   - Current Records and Files Organizing 

   - Converting to Paperless Record-keeping and Filing 

• Bill Paying, Record-keeping, and Other Bookkeeping Services  

• Family Corporations and Family Foundations Bookkeeping Services  

• Tax Organizing  

• Medical Claims Processing and Disputes  

• Insurance Monitoring both for Coverage and Price Competitiveness  

• Estate Organizing and Estate Inventory Monitoring  

• Legacy Planning Development  

• Create Customized Databases