Matilda Bailey has had over 25 years' experience advising clients and is QuickBooks certified. She works with small businesses and clients who live at The Cedars in Meadowmont and in Fearrington Village. She helps individual clients with bookkeeping, insurance papers, medical records, and a variety of financial and personal matters, including preparing for tax time.
Ellen Hoosick of My Daily Money Management has a growing list of clients whom she assists with daily money management and organization. Her range of services varies according to each client's needs, but primary services include sorting incoming mail; helping with check writing, balancing checkbooks, and organizing records; checking credit card receipts against statements; preparing and making bank deposits; organizing files; helping with correspondence and phone calls; organizing tax documents for your tax preparer; following up with insurance companies and healthcare providers regarding bills, to ensure proper processing and payment; and communicating with family members as needed. Ellen's business serves northern Chatham, southern Orange, southern Durham, and western Wake, NC, counties.
Ellen has 30 years of experience in medical insurance billing and claims resolution, including 10 years as a Cardiology Practice Manager in Florida. In addition, she has a B.S. in social work from the State University of New York at Albany.
What Your Neighbors Are Saying:
"Ellen was so kind and worked well with the mess I called 'my system.' I now have organized folders and peace of mind."