The Book's Keeper Email Formats

About The Book's Keeper

Personal Financial Assistants to help you or your loved ones manage your daily financial paperwork. Those that might need services include senior citizens or families of senior citizens who have lost the ability to keep up with paperwork in daily affairs, those who don’t have family in town, or those who prefer to enjoy retirement, a busy professional or those who travel often, someone going through a life-changing event such as a divorce, a death or a serious medical condition or a person with a disability who needs help to remain independent Some of the services offered include: • Balance and reconcile bank accounts both online and on paper, review credit card statements for accuracy • Pay bills and prepare of checks for clients to sign • Setup and manage online banking and bill pay • Decipher medical insurance bills and verifying proper processing of claims • Review accounts for unusual activity and monitor for fraud • Manage incoming mail, purge junk mail and shred sensitive information • Prepare deposits and deliver checks to bank • Produce financial reports in Quicken software such as expense by category, charitable donations, interest received, fees paid, utility reports, etc. • Create and utilize an efficient filing system for paperwork • Organize and deliver information to CPA for tax preparation • Handholding and reassurance In addition, we can also assist with basic cell phone and computer issues, creating phone and computer backups to protect data, help with managing emails, contacts, and maintaining digital photo storage.

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