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About Personal Business Matters, LLC

Our services include bill-paying, including calls to payees regarding incorrect bills and preparation of checks for our client's signature; balancing the checkbooks, monitoring cash flow and organizing bank records; preparing and delivering bank deposits; organizing tax documents and other paperwork; monitoring medical insurance papers and verifying proper processing of claims; serving as liaison to tax, financial, and estate planners. At Personal Business Matters, no two clients are the same. We tailor our services to meet your individual needs. We travel to your home or office and provide services on a weekly, monthly or as needed basis.

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

 

Recent Jobs

Senior Housing

Aging in Place

Money & Legal

Decision Making

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