Menu of Services

Task	Client	MPC
Personal Information Preparedness		"How Ready Are You? Personal Information Preparedness Kit with Home Contents Inventory"
Drastically reduce the time you spend on your personal paperwork.	Drop statements, bills, & receipts in your MPC folder.	Sort contents, verify billed amounts with receipts, prepare reimbursement claims for submission, reconcile bank accounts & statements, & balance check books.
Tracking daily finances	Provide statements & preferences as to how far back to track, level of detail to capture, unique categories needed, etc.	Financial Management Software: Data entry from your MPC folder, account balancing, reports, etc.
Reimbursement Claims		Prepare Health care reimbursement claims or business expense reports with needed documentation. Monitor for reimbursement.
Keeping client informed on all details of their expenses	At your convenience, review prepared reports & sign checks for mailing	Customized reports provide a comprehensive picture of your Account Balances, Spending & Budget information
Tax Time	Provide records, or access to records.	Coordinate & organize your tax records and paperwork for delivery to your accountant.
Refinancing	Provide contact info for lender or a list of documentation the lender needs.	Coordinate the paperwork with your lender.
Credit Card & Bank Account Analysis		Research & compare rates and terms to ensure you have the best fit for your usage needs.
Buying a new car	Decide on the vehicle (make, model, options & color) that is right for you.	Comparison shop to find you a great deal on the car you want, negotiate directly with the dealer, manage the paperwork process and arrange for you to take delivery of your new vehicle!