Personal Finance Manager

Bills paid automatically through e-bills or automatic bill pay, or manually using online bill payment services. Includes mortgage or loan payments, utility bills, credit card payments, personal payments to other individuals, any types of payments at all.
Bank and credit card accounts reconciled monthly or anytime through online bank access.
Detailed reports of income and expenditures prepared using online account access. Up to date information regarding mortgage and/or escrow balances, payroll tax withholding, self-employment income earned, any information as requested.
Preparation of budgets, forecasts and/or cash flow analyses.
Charts and graphs prepared for tracking any aspect of your financial life.
Year to date info provided to your tax preparer for accurate estimated tax payment computation.
Dispute a credit card charge, research an issue, or anything else that requires follow up relating to your finances
Provide summaries of your investment account activities. You might receive statements from different sources…let us combine them for better overall analysis.

Follow up with insurance companies regarding non-payment of medical or other claims.
Keep medical providers in the loop if insurance is slow to pay so they know you are attentive to their bills.
Keep detailed records of charges incurred, insurance company payments and your personal payments on these charges so you know how much you are spending on your medical bills.
File Flex-Care spending claims for Medical or Dependent Care. Keep track of what you have paid in and what you have been reimbursed. Know at all times how much you have left in these accounts so you leave nothing on the table at the end of the year.

Review property management statements to assure you are receiving all you are due from your rental properties. Institute direct deposit where possible for quick access to your monthly proceeds.
Follow up on repair issues with property management companies to assure only the work you need to have done is being done and likewise, that nothing falls through the cracks and is forgotten.
Keep records of year to date earnings and expenditures for each property.
Make certain mortgage payments, rental property insurance and property taxes are paid on time.