| Financial
Organization
Eldercare Coodination
Concierge Services
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Financial Organization
Personal Management Associates LLC offers a broad
range of financial organization services. We give clients greater
peace of mind, relieve the stress of day-to-day money management,
and ensure that finances are managed in a secure, timely fashion.
For small business owners or busy executives we offer personal assistance
to help these professionals achieve greater productivity and save
time, a precious commodity.
Through our courier service, we pick up bills from either home
or office, process and pay bills, and compile billing documentation
for year-end tax preparation. Our automated system ensures timely
payment and prevents late fees, forgotten bills or duplicate payments.
We also help clients with monthly budgeting and organizing medical,
insurance and legal documents.
Our services can include:
- Bill paying
- Banking (making deposits, delivering cash)
- Preparation of payroll checks for household employees, including
calculation of Federal and state withholding and FICA taxes
- Budgeting
- Credit review
- Notary services
- Year-end tax reports for accountants
- Home office management
- Serving as a liaison between client and attorney, accountant,
financial planner, etc.
- Serving as a representative payee to maintain control over income
and allocation of benefits to meet the needs of the individual
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