Practical Solutions Group
Practical Solutions Group
290 14th Street,
Atlanta,
GA
30308
404-202-2699
404-202-2699
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Details and information displayed here were provided by this business and may not reflect its current status. We strongly encourage you to perform your own research when selecting a care provider.
About the business
Daily Money Management
Practical Solutions, LLC handles your financial tasks so you can spend your time on things that matter more family, leisure, hobbies or even travel. Our services range from financial record setup and organization to bill paying, estate administration or helping you transition to a new home.
We provide practical solutions for clients who want help with their personal and financial affairs which may become difficult to manage as we grow older or become too busy. We will create a system that will organize a clients records, manage their cash flow and provide financial assistance as needed. We will provide a practical solution for whatever the level of service may be.
Our Daily Money Management services consist of professional management that affords you more time and independence.
Daily Money Management Services includes:
Organize, review and pay your bills on time
Organize and maintain records and documents
Monitor and reconcile credit card statements and resolve billing errors
Review and reconcile checkbooks and investment accounts
Prepare deposits for bank and checks for signature
Prepare your budget and/or other reports as necessary
Prepare financial statements
Assist with Medicare or Medicaid reimbursements
Help protect you from identity theft or fraud
Discuss with medical providers, financial institutions, insurers on your behalf
Negotiate with creditors
Coordinate with other specialists such as accountants, legal, healthcare professionals
Fiduciary Services
J. Ramirez, CPA, founded Practical Solutions with the goal of serving and protecting those who need assistance managing their business and financial affairs. With more than 25 years of experience as a senior finance executive, Janice brings a wealth of knowledge to finding practical and innovative solutions to business matters. Janice can also serve in a fiduciary capacity for an estate such as executor or trustee, or serve as a power of attorney. Our goal is to free the client from financial tasks and coordinate activities with their advisors. We utilize methods and procedures to safeguard the client s assets and manage resources with emphasis on integrity and fiduciary duty.
Senior living transitions
We can assist seniors with the details for planning a move to a new home. We can help our clients decide on the right facility after evaluating their cash flow and care needs, help them sell their home and physically transport them.
Practical Solutions, LLC handles your financial tasks so you can spend your time on things that matter more family, leisure, hobbies or even travel. Our services range from financial record setup and organization to bill paying, estate administration or helping you transition to a new home.
We provide practical solutions for clients who want help with their personal and financial affairs which may become difficult to manage as we grow older or become too busy. We will create a system that will organize a clients records, manage their cash flow and provide financial assistance as needed. We will provide a practical solution for whatever the level of service may be.
Our Daily Money Management services consist of professional management that affords you more time and independence.
Daily Money Management Services includes:
Organize, review and pay your bills on time
Organize and maintain records and documents
Monitor and reconcile credit card statements and resolve billing errors
Review and reconcile checkbooks and investment accounts
Prepare deposits for bank and checks for signature
Prepare your budget and/or other reports as necessary
Prepare financial statements
Assist with Medicare or Medicaid reimbursements
Help protect you from identity theft or fraud
Discuss with medical providers, financial institutions, insurers on your behalf
Negotiate with creditors
Coordinate with other specialists such as accountants, legal, healthcare professionals
Fiduciary Services
J. Ramirez, CPA, founded Practical Solutions with the goal of serving and protecting those who need assistance managing their business and financial affairs. With more than 25 years of experience as a senior finance executive, Janice brings a wealth of knowledge to finding practical and innovative solutions to business matters. Janice can also serve in a fiduciary capacity for an estate such as executor or trustee, or serve as a power of attorney. Our goal is to free the client from financial tasks and coordinate activities with their advisors. We utilize methods and procedures to safeguard the client s assets and manage resources with emphasis on integrity and fiduciary duty.
Senior living transitions
We can assist seniors with the details for planning a move to a new home. We can help our clients decide on the right facility after evaluating their cash flow and care needs, help them sell their home and physically transport them.
In business since: 2013
Total Employees: 2-10
Awards & Accreditations
Certified Public Accountant (CPA) - Georgia License 12021
LICENSING INFORMATION
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to verify their license, qualifications, and credentials.
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Program Details
Companion Services
General companion care
Medication reminders
Grooming assistance
Errands
Organization (bill paying, mail sorting)
Home maintenance/handyman
Light housekeeping
Languages
English
Travel Radius(in miles):
50
Cost & Availability
Type | Rate | Rate Type | Availability |
---|---|---|---|
-- | -- | -- | -- |
OFFERINGS
Hourly Rates
PAYMENT OPTIONS
- Private Pay
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