nexgenmoneymanagers.com

Produce a monthly budget plan.
Produce cash flow management with monthly projections.
Create a spending analysis tied to the monthly budget.
Ensure bills are paid timely.
Review billing over-charges and resolve disputes with creditors.
Look for personal cost savings.
Reconcile checking accounts.
Open, review and sort mail.
Create a digital financial history and payment file.
Reconcile credit card statements.
Review insurance payments for services and savings.
Review incoming funds to ensure timely receivables.
Review bank statements to ensure no fictitious overcharges.
Highlight spending habits to assist in our clients living within their means.
Negotiate cost reductions on our client's behalf with creditors.