The Stay at Home America Financial Specialists are trained and experienced bookkeepers with appropriate credentials. We understand that assisting our clients in daily money management is a delicate and personal matter and must be handled with the utmost care and complete confidentiality. The Stay at Home America Financial Specialist, a money management expert, will provide thorough documentation on all activities performed on the client’s behalf and at the client’s request; a second Financial Specialist on the Stay at Home America team will be assigned to each client as a control to ensure independence, accuracy, and security.
Clients and their families can feel secure knowing the Financial Specialist is highly-skilled, experienced and has undergone the thorough Stay at Home America screening criteria including background checks and credential verification.
Daily money management services provided by the Financial Specialist include:
Paying the client’s bills using financial software, but with checks being signed by or direct deductions approved by the client or the client’s representative
Balancing checkbooks
Assisting with budgeting
Organizing information and preparing any financial forms including generating reports for the client’s tax preparer
Providing a list of screened, experienced attorneys, accountants, and tax preparers upon client request
Stay at Home America ensures that our Financial Specialists take all necessary steps and precautions to represent the client with complete objectivity, serving with absolute integrity to protect the well being of our client’s assets to the best of their ability.
Financial Specialist
The Stay at Home America Financial Specialists are trained and experienced bookkeepers with appropriate credentials. We understand that assisting our clients in daily money management is a delicate and personal matter and must be handled with the utmost care and complete confidentiality. The Stay at Home America Financial Specialist, a money management expert, will provide thorough documentation on all activities performed on the client’s behalf and at the client’s request; a second Financial Specialist on the Stay at Home America team will be assigned to each client as a control to ensure independence, accuracy, and security.
Clients and their families can feel secure knowing the Financial Specialist is highly-skilled, experienced and has undergone the thorough Stay at Home America screening criteria including background checks and credential verification.
Daily money management services provided by the Financial Specialist include:
Stay at Home America ensures that our Financial Specialists take all necessary steps and precautions to represent the client with complete objectivity, serving with absolute integrity to protect the well being of our client’s assets to the best of their ability.