Clear out old financial records

Set up user-friendly paper or online financial systems

Pay bills, reconcile bank and credit card statements, and prepare spending or budget reports

Gather forms and data needed to prepare a tax return

Turn vast piles of paper into a few simple files

Sort and respond to mail, invitations, and correspondence

Ensure that vital documents like insurance policies, wills, financial and medical records are indexed and easily accessible

Prepare lists of valuables, passwords, contacts & medical data

Reconcile medical bills with Medicare or private insurance payments

Submit long-term care claims and ensure prompt reimbursement

Monitor in-home care services and billing

Appeal insurance denials and coordinate with medical service providers

Make the difficult calls that keep you on hold for hours

Maintain calendars and contacts

Sort through memorabilia for downsizing

Help your disorganized clients get you what you need

Set up or teach e-book, smartphone, and computer skills

Research and arrange classes or activities