SERVICES

For busy professionals, caretakers or seniors needing assistance with paperwork.   The Essential Assistant provides:

PERSONAL BOOKKEEPING AND ORGANIZING

  • Banking — bill-pay, checkbook balancing, verifying account information
  • Budgeting — tracking income, expenses and reimbursements
  • Organizing receipts for reimbursements, tracking down lost or vague information
  • Organizing paperwork and end-of-year tax information (we’re not tax preparers)
  • Home and office organizing; moves, down-sizing, travel research