Services for Busy Professionals
Busy professionals have many commitments with limited time to handle daily financial affairs. Finding extra time to pay bills, balance check-books, and reviewing credit card charges, is often not possible. The consequences are typically past due bills, excessive late fees, bank charges, risk of cancelled services, and the uneasy feeling when one does not have a good understanding of their personal finances. Leave It To Jeralyn brings peace of mind that all daily financial affairs are handled in a professional and diligent manner.
Services
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Bill Pay
Management of bill payments, including analysis of bill accuracy
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Income and Expense Reporting
Monthly income and expense reports organized by category
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Document Organization and Management
Organization of tax, financial, and insurance documentation
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Tax Worksheet Preparation
Preparation of tax worksheet for your accountant
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Referral Network
Referring clients to legal, tax, and investment professionals
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General financial counseling
Assistance with budgeting and preparing plans to reduce debt
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Reconciliation of accounts
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Scam and fraud avoidance
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General organizational assistance
Client Testimonials
“As a busy professional with two active teenagers, I found Leave It To Jeralyn to be a lifesaver! Jeralyn is an accomplished and organized person who has made my life run much smoother and easier. Jeralyn has organized all my bills on Quickbooks which allows me to analyze my budget and cash flow on an as-needed basis.
Jeralyn proactively reviewed my various insurance policies and has reduced the premiums by $2,500.00 per year. I could not keep the balls in the air without her!! I would highly recommend her services – from the smallest to the largest of personal, business and family needs."
“Outstanding professional service I have counted on for the last two years. Detailed and dependable!”