“Kelly truly is an “Essential Assistant”. When I had my hip replacement, she was able to pick up my mail, sort through it all and organize it so that I knew what was important and needed to be paid.  And we sat down and made them out together. She kept me from being charged late fees or losing track of my money details while I was in the hospital and rehab. And, she helps me with my Netflix® account! ” —— 73 year old client in Waltham, MA

“I found myself with many years’ worth of paperwork and trying very hard to ignore it — not wanting to ask my already busy daughter to come over and help me. All of this was was causing me a lot of stress. Kelly came over and sorted through it all and filed it all neatly. She was able to confirm bank balances and investments and found out I had I actually twice as much in my accounts than I thought I had. I was truly grateful for her keen eyes and thoroughness.” —– 80 year old client in Arlington, MA

“I hired Kelly at tax time simply to help me sort through piles of paperwork and create some order in time for me to give it to my accountant! I work 3 days a week and have 2 kids I just didn’t have the time to do it all myself. She took a huge mess of old bills, receipts, bank statements, insurance papers, etc. and organize it. My accountant was thrilled when I handed him organized accurate receipts for itemizations and deductions.” —- 49 year old mother of 2 in Wakefield, MA