BASIC SERVICES
~ Open, review and shred mail
~ Pay monthly bills and prepare deposits
~ Balance bank accounts
~ Monitor credit card activity
~ Organize and file documents
PREMIUM SERVICES
~ Maintain reports and organize
~ documentation for tax preparation
~ Reconcile investment activity
~ Prepare binder of all legal documentation
~ Provide status reports
~ Liaison between clients and attorneys,
~ CPAs, or other professionals
~ Miscellaneous services mutually agreed
~ upon in advance
