Your finances, handled.
Every bill. Every detail.
You've built a demanding career. The last thing you should be doing is tracking due dates, disputing charges, and chasing reimbursements. That's what I'm here for.
Financial to-dos handled
Reimbursements, renewals, and negotiations, proactively managed.
Bills paid on time
No late fees, no missed
payments, no surprises.
Statements reviewed
Every charge checked for errors,
fraud, and unnecessary fees.
Cash flow monitored
Your money allocated efficiently
and intentionally each month.
You're earning well, but the details are slipping.
1. We get organized. We will make a list of all your bills and expenses, along with due dates, so we know what to pay and when to pay it.
2. We determine how much you need each pay period or each month for spending money. This steps sounds more difficult than it is. We've got a system in place to figure this out.
3. We change your accounts. We will set it up so we can receive all your bills in a shared email account. When we get your bills, it allows us to review everything before paying it to ensure there aren't any errors or hidden charges.
4. Finally, we determine how often you want to receive reporting and communication. Each client can establish their own parameters. Some like to be kept in the loop on every detail, and we are happy to oblige. Others only want to know when something is wrong on a bill or if there's a dispute. It's totally up to you. And because this will be a big change for you, we can start with you being very involved and as you get comfortable, taper off communication.