Name *

First Name

Last Name

Bookkeeping

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Admin Assistance

Business Set up

Payroll

Financial Reporting

Fund Adminstrator Duties

Record Keeping

Monthly Invoicing

CRA Remittance

Organizational Systems

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Hiring Packages

Funds Administrative Assistance/ Paperwork/ Forms/Reports

FSCD/ FMS/ SMC/ Senior Filing Kits

Record Keeping Spreadsheets

Staff/Payroll/Schedules

Monthly Invoicing, Recaps and Financial Reports

Filing Systems

Pre-Done Systems

Personalized Systems

Caregiver & Aging in Place Planning

Creating a Plan is Key

Health / Self Care

Assistant/ Tasks/ Paperwork

Home Maintenance/Housekeeping

Safety/Comfort

Social/ Community Connections

Supports/Services

Financial Funding

Research/Programs/Resources

Staffing Care

Transitional Planning

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Paperwork

Goal Planning and Assistance

Personalized Procedures/ Charts/ Lists/ Calendars

Routines/ Day to Day/ School/ Job/ Volunteering

Life/ Aging/ Funding Transition Planning

Step by Step Processes

Down-Sizing

Environment Setting