Accounting services; Bookkeeping services; Financial records management; Financial and investment performance reporting and analysis, namely, preparing financial reports for others; Preparation of reports relating to finance and investments; Payroll administration and management services; Medical claims processing services for patients, namely, verifying the validity and accuracy of medical bills, the application of medical insurance payments, and the application of deductibles; Providing personal and family office management services, namely, financial record keeping and administration, billing and reconciliation of accounts on behalf of others

Bill payment services; Insurance services, namely, insurance eligibility review, verification and consultation in the property and casualty insurance and life insurance industries; Providing personal and family financial management services