MANAGING MONEY • TAXES • INVESTMENTS
Our valuable, professional, daily money
management services help you feel comfortable and confident in your
financial affairs. From opening your mail and bill-paying, to organizing
your documents for tax preparation, we keep track of your paperwork,
thus helping you to avoid late fees penalties, overdraft charges,
transfer fees and missed discounts. As caring professionals, we offer
solutions – we handle your day to day finances, freeing you from worry
and allowing you to be more productive with your time.
PLANNING
•
ATM location
• How many ATM’s does your bank have
• Bank agreements
• Monthly ATM transactions allowances
• Bank fee’s
• Out-of-network machines fees
• ATM check card
• Annual percentage rate
• Interest rate
• Annual fee
• Bank balance
• Credit limit
• Card rewards
• Late payment fee
• Payment grace period
• Transaction fee
• Monthly service charges
• Fees for counter deposits
• Direct deposit
• Multiple account discounts
• Interest-bearing checking accounts
• Interest rates
• Interest on account
• Interest on daily balance
• How many ATM’s does your bank have
• Bank agreements
• Monthly ATM transactions allowances
• Bank fee’s
• Out-of-network machines fees
• ATM check card
• Annual percentage rate
• Interest rate
• Annual fee
• Bank balance
• Credit limit
• Card rewards
• Late payment fee
• Payment grace period
• Transaction fee
• Monthly service charges
• Fees for counter deposits
• Direct deposit
• Multiple account discounts
• Interest-bearing checking accounts
• Interest rates
• Interest on account
• Interest on daily balance
PREMIUM SERVICES
~ Maintain reports and organize
~ documentation for tax preparation
~ Reconcile investment activity
~ Prepare & File taxes for business,
~ personal, sales and payroll
~ Ensure property taxes, auto,
~ home and health insurance
~ premiums are paid
~ Liaison between clients and
~ attorneys, CPAs, or other professionals
~ Miscellaneous services mutually
~ agreed upon in advance
BASIC
SERVICES
~ Open, review and shred mail
~ Pay monthly bills and
~ prepare bank deposits
~ Balance bank accounts
~ Monitor credit card activity
~ Reconcile medical bills
~ Process insurance claims
~ Organize and file documents
Missouri Document Management |
St Louis Document Bookkeeping |
St
Louis MO Personal Money Management
St Louis Insurance Claim Processing | St Louis MO Bill Management | St Louis Bill Processing
St Louis Insurance Claim Processing | St Louis MO Bill Management | St Louis Bill Processing
