Bill paying
Reconciling statements
Organizing documents
Insurance claims
Budgeting
Kelly Kurz has a BS in Business Administration from UNC-Chapel Hill and an MBA from East Carolina University. Prior to founding Paperwork Solutions, Kelly had over 20 years of diversified business experience.
AADMM's Certified Daily Money Manager® (CDMM®) designation demonstrates Kelly's commitment to high standards and validates her knowledge level as a daily money manager.
Testimonials
- Seniors’ Health Insurance Information Program (SHIIP)
- Volunteer Income Tax Assistance (VITA)
- Pitt Aging Coalition (PAC)
- Pitt County Council on Aging - former Board Chair
- Respecting Choices Certified Facilitator
Testimonials
Testimonials
Notary Public appointed by the
North Carolina Secretary of State
Testimonials
Testimonials
Testimonials
- "Kelly brings a wealth of education, experience, and wisdom to the table on behalf of her clients."
- "She was always prepared, professional, knowledgeable and personable."
- "Kelly is organized, efficient, extremely competent, and has an excellent rapport with people of all ages."
- "She is a warm and caring individual, and is a pleasure to know."
- "Would I hire Kelly to take care of my parents' finances? My answer is a resounding yes."