 Benefits Of Using Hartzler Enterprises
Daily Money Management Services
Relief from stress:
- Stress can result from not dealing with a pile-up of mail, unpaid bills; bills
form collection agencies, doctors, and hospitals.
- Anxiety disappears when files are set up so that documents can easily be found,
bills are paid, outstanding insurance claims are resolved.
Safeguarding of Assets:
- Assets are preserved by avoiding late payment fees, bank fees from bounced
cheques, and receiving a bad credit report.
- With proper budgeting, a client can see where the money is going, and can save
their assets with an appropriate savings/spending plan.
- I can ensure that investments are followed, and tasks such as mailing in stock
certificates, if necessary, are taken care of.
- Organization of insurance claims aids in keeping track of amounts paid to
providers of medical services in order not to over-pay.
Independent Voice:
- A trusted DMM can be an independent voice in family disputes.
Assurance Services:
- I can assure that bank reconciliations are done monthly, that deposits and
withdrawals are reflected properly on the bank statement.
- I can act as a "watch-dog" over workers who come to the home, such as
home health aides, or arrange reliable help.
Proper Tax Withholding:
- Income tax records are kept and organized.
- Proper payroll tax amounts are withheld correctly and paid to the federal and
provincial governments.
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