Howie Edelstein's Page

What is your line of work (profession)?

Daily Money Manager

What is your job title or description?

I help Seniors with Daily Financial activity like paying bills, making deposits, financial maintenance

Company Name

Equitable Paperwork Support LLC

Your website

http://equitablepaperworksupport.com

Business affiliations

member of American Association of Daily Money Managers

Jewish Organization(s) (past and present)

Member of Temple Advodat Shalom

Brag about yourself - what makes you great at what you do?

I care about people and want to help them with financial tasks. I have a masters in accounting, certification in bookkeeping, advanced certification in HIPAA. I have many years of experience and would like to help Seniors with their Daily Financial tasks which can be overwhelming and a burden. I uphold to a code of ethics as a member of AADMM and understand HIPAA regarding privacy, security, implementation, generally protecting my client. I want to be there for them

What types of business contacts are you looking to make?

I am looking to meet people that need help with their financial tasks because they are too busy, older and could use help or would rather spend time doing other things. I want to take the burden off them of paying bills, deposits, going over credit card receipts for accuracy, trying to get their rates lowered, calling companies for them if mistakes are made on invoices, organize paperwork, make sure they are paid on time, bank reconciliations, record keeping, monitoring financial activity. Maybe some of these people might know people that I can provide help for.