Daily Payment and Budget Services
Perform payment, filing and organizational support. Make sure your bills are paid on time. Prepare important documents and make sure they are filed on time. Help with banking, accounting and legal paperwork. Assist in the resolution of problems with vendors, banks and others. Create budget, reports and monitoring. Monthly reporting of income and expenses. Review of expenses to minimize waste and unnecessary spending. Cost-saving advice. Professional reconciliation of accounts to minimize risk. Monitor accounts and policies with financial institutions. Organize important papers and information Make sure that files and important paperwork are properly stored and easily accessible. Review policies and accounts for potential issues or problems. Prepare reporting for taxes. Monitor investment performance and help with any related legal paperwork. Handle staff payroll. Elder Services Maintain client independence and offer security for family members Perform bill payment and support services for managing daily paperwork. Create monthly budgets to monitor finances. Audit and monitor spending and financial activity to ensure accuracy and minimize loss. Monitor spending of support staff, service providers and caregivers to prevent unauthorized transactions. Offer support in handling medical claims and related filings. Assist in clarifying insurance papers, rules and regulations. Verify processes to ensure proper handling of claims. Complete medical forms and claim forms, including Long Term Care filings, to ensure accuracy and timely submission. Monitor reimbursements. Work as intermediary with insurance companies. Maintain records and ensure necessary tasks are performed on time. Internal Control/Risk Management Review Personal Client Accounts and Personal Processes Protect assets. Monitor and review invoices for accuracy. Avoid late fees. Maintain credit standing. Analysis of Small Business Processes and Function Review invoices for accuracy and potential misuse of funds or embezzlement. Verify submitted invoices. Strengthen internal control processes. Medical and Insurance Support Assist in the completion and filing of important paperwork and claims. Ensure accuracy and timely submission of claims, support documentation and necessary paperwork. Provide assistance in working with health care and insurance industry professionals to minimize delays and resolve outstanding issues. Help With Record Keeping Maintain records of important paperwork. Assist with obtaining necessary information for claims. Keep track of reimbursements. General Professional and Organizational Services Organizational Services for Important Records Make sure that records are organized, maintained and easily accessible. One-on-one support to deal with paperwork overload. Support in dealing with other professionals Work with Accountants, Financial Advisors and Legal Counsel as necessary. Make sure that necessary paperwork is available and organized when needed. Error and problem resolution Act as intermediary to help resolve financial errors and other problems in a professional manner. ![]() |
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