Monthly Bills & Financial Advocacy
Looking to get your monthly budget in order? Need help keeping track of your income and expenses? I have an accounting background and years of experience helping clients manage their finances using Quickbooks and Quicken.
Whether you need help getting your bills and paperwork in order, or want to make record keeping simpler and easier, I create easy-to-use filing systems. Let me help make your daily, monthly or long-term filing a breeze!
If you’re struggling with regular monthly bill-paying, I can set up an online system that you maintain, or I can come to your home and pay your bills for you on an ongoing basis.
Working through the medical insurance reimbursement process can be stressful. I complete paperwork on your behalf, follow up with your insurance company on reimbursements, and address any issues that arise. I don’t take ‘NO’ for an answer and will continue to resubmit claims and make phone calls until you get the reimbursement you’re entitled to under your health plan.
If you’re dealing with the death of a loved-one, a divorce, job loss or other situation that has led to financial struggle, I’ll work with various companies on your behalf to eliminate, reduce or reorganize your monthly fees.