Financial Organizing Services
Busy Bees Professional Services can be hired to assist people who have difficulty managing their personal monetary affairs. This service offers a cost effective way for clients to get support with organizing, bill paying, balancing checkbooks and reviewing statements. Faith works collaboratively with other professionals such as CPAs, the Bank, Financial Planners, and Attorneys and helps clients maintain control of their financial affairs and prepare their records that are essential for interacting with other professionals.
Some of the services that Faith provides for her clients for the Financial Organizing services:
- Bill paying, preparation of checks and deposits
- Balancing checkbook registers and organizing bank records
- Organizing files for paperwork that must be maintained
- Setting up automated accounts such as online banking to efficiently handle household finances
- Phone calls regarding incorrect invoices or to gather further information
- Completion of forms and paperwork
- Processing all incoming mail and backlog of mail
- Tax Organizer preparation including documentation of charitable
donations and Medical Expenses
- Create and maintain paper and electronic files
- Collaborates with Financial Advisor, Accountant, Family and other
- Preparing correspondence as needed
- Organize medical information and manage claims forms
- Research and special projects as needed
- Attend planning sessions assessing home-based care, assisted living,
nursing home, family and other professionals
Financial Organizing Testimonial
Faith Manierre has been managing my financial records for 15 years. This includes bill paying, organizing and maintaining my files, coordinating meetings, both in person and over the phone with financial related professionals, tracking my donations to charities and medical payments and organizing my tax information. Last month, my accountant complimented me on the organization of my tax records. This credit is due to Faith’s skills. During the past 18 months, Faith has been encouraging me to take a more active role in the daily management of my financial records. In this process, we work well as a team. In addition to being an extremely knowledgeable professional, Faith is a very caring person. It is a pleasure to work with her.
It is an honor for me to recommend Faith for this certification.
Pat M. West Hartford
AARP shares why why hiring a daily money manager can help you or your loved one.
AARP is a nonprofit membership organization dedicated to addressing the needs and interests of persons 50 and older. Through information and education, advocacy and service, they seek to enhance the quality of life for all by promoting independence, dignity and purpose.
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The American Health Care Association (AHCA) is a non-profit federation of affiliated state health organizations, together representing more than 10,000 non-profit and for-profit assisted living, nursing facility, developmentally-disabled, and subacute care providers that care for more than 1.5 million elderly and disabled individuals nationally.
Children of Aging Parents is a nonprofit, charitable organization whose mission is to assist the nation’s nearly 54 million caregivers of the elderly or chronically ill with reliable information, referrals and support, and to heighten public awareness that the health of the family caregivers is essential to ensure quality care of the nation’s growing elderly population.
FCA is a public voice for caregivers. Our pioneering programs, information, education, services, research and advocacy, support and sustain the important work of families nationwide caring for loved ones with chronic, disabling health conditions.
The site is designed to provide caregivers with the basic tools, skills and information they need to protect their own physical and mental health while they provide high quality care for their loved one.
The Financial Awareness Foundation dedicated to improve financial awareness and Financial literacy.
The National Association of Professional Geriatric Care Managers (GCM) is a non-profit association of professional practitioners whose purpose is the development, advancement, and promotion of humane and dignified social, psychological, and health care for the elderly and their families through counseling, treatment, and the delivery of concrete services by qualified, certified providers.
Nolo is a leading provider of plain-English legal information and products for consumers and businesses. Its website features extensive free content and online tools.
National Council on Aging (NCOA) is dedicated to improving the health and independence of older persons and increasing their continuing contributions to communities, society, and future generations.
NASMM is a non-profit, professional association of organizations dedicated to helping older adults and their families with the physical and emotional aspects of moving. Our members are committed to maximizing the dignity and autonomy of older adults as they transition from one living environment to another.
Useful information for and about Medicare beneficiaries.
The National Center on Elder Abuse (NCEA) is a national resource for elder rights, law enforcement and legal professionals, public policy leaders, researchers, and the public. The Center’s mission is to promote understanding, knowledge sharing, and action on elder abuse, neglect, and exploitation.
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