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Relief from Stress
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Stress can result from not dealing with a pile-up of mail, unpaid bills,
bills from collection agencies, doctors, and hospitals. |
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![]() | Anxiety disappears when files are set up so that documents can be easily found, bills are paid, and outstanding insurance claims are resolved. |



Safeguarding of Assets
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Assets are preserved by avoiding late payment fees, bank fees from bounced
checks, and from receiving a bad credit report. |
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With proper budgeting, a client can see where the money is going, and can
save their assets with an appropriate savings/spending plan. |
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I can ensure that investments are followed, and tasks
such as mailing in stock certificates, if necessary, are taken care of. |
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Organization of insurance claims aids in keeping track of amounts paid to providers of medical services in order not to over-pay. |



Independent Voice
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A trusted CPA can be an independent voice in family disputes. |



Assurance Services
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![]() | I can assure that bank
reconciliations are done monthly, that deposits and
withdrawals are reflected properly on the bank statement. |
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I can act as a “watch dog” over workers who come to the home, such as home
health aides, or arrange for reliable help.
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Proper Accounting and Record-keeping
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Financial transactions are properly recorded. |
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Files are organized |
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Records are retained as long as necessary and eliminated when possible. |
CONTACT ME BY E-MAIL AT: jody@jrvcpa.com
OR CALL (732) 933-0033