Sonya's Major League Services
Click the tabs below to open or close my services details. My services are not limited to the tasks listed as I will provide additional services to you as needed. I recognize the confidence you have placed in me, and I will strive diligently to never let you down. My goal is for you to concentrate on your family and baseball, and I will do the rest.
- Prepare Annual Cash Budget
- Review Credit Report and Check for Negative Items
- Projecting Income
- Payroll
- Endorsements
- Major League Baseball Licensing (Royalty)
- Projecting Baseball Related Expenses
- Auto Transport
- Spring Training Housing and Utilities
- Spring Training Expenses
- Clubhouse Dues
- Fuel
- Meals and Entertainment
- Baseball Season Housing and Utilities
- Baseball Season Expenses
- Clubhouse Dues
- Fuel
- Meals and Entertainment
- Hotel
- Fitness and Training
- Equipment
- Travel & Lodging Expenses
- Personal Living Expenses
- Mortgage Payment
- Homeowners Insurance/Personal Articles Policy
- Homeowner Association Dues
- Utilities
- Landscaping/Pool Maintenance
- Auto Payment/Insurance/Maintenance/Fuel
- Allowance (Clothing, groceries, etc.)
- Project Your Personal Savings & Investment Goals
- Gifts
- Large Purchases
- Remodel/Construction Projects
- Project Charitable Donations
- Project Medical/Dental Expenses
- Project Federal and Various State and Local Taxes
- Bill Payment
- Recurring
- Review Nonrecurring Items and Acquire Approval for Payment
- Process Deposits
- Bank Reconciliation
- Credit/Debit Card Monthly Reconciliation
- Prepare Financial Records Identifying Cash Receipts and Disbursements
- Review Monthly Investment Statements
- Review Investment Purchases and Fees in Accordance With Investment Plan
- Review Available Funds to Invest
- Communicate With Investors as Required
- Review Medical and Dental Insurance Claim Filing
- Review Medical and Dental Explanation of Benefits for Accuracy of Coverage and Payments
- Prepare and Maintain Medical Logs
- Review and Maintain Policies for Automobile, Home, Flood, Personal Articles, Umbrella, and Commercial Liability
- Review Insurance Declaration Pages for Proper Coverage
- Review Renewal Insurance Information
- Request and Review Quotes on Insurance from Various Carriers
- Make Recommendations Based on Quotes Received
- Review Beneficiary Change Forms Resulting from Estate Planning, Change in Marital Status and Children
- Review Receipt of Payroll
- Review Payroll Stub for Correct Salary and Correct Tax Withholding
- Communicate with Payroll Department as Needed Regarding Additional Withholdings (Hotel Expenses, etc.)
- Review Annual Payroll
- Prepare General Ledger for Tax Attorney/CPA Preparing Tax Returns
- Confirm Receipt of all Tax Reporting Documents (1099s, W2, Charitable Donation Letters, etc.)
- Review W-2s
- Review 1099s
- Reconcile Realized Gains and Losses
- Prepare 1099s as Required for Trainer, Management Company, etc.
- Coordinate Conversations With Tax Attorney/CPA as Required
- Complete Tax Organizer for Tax Attorney/CPA
- Review Any Outstanding Tax Refunds/Tax Notices
- Twice Per Year Prepare A Tax Projection
- Spring Training
- Arrange Travel to Spring Training Location
- Arrange Auto Transport to Spring Training Location
- Secure Housing
- Secure Parking
- Review Lease Agreement
- Determine if Renter’s Insurance is Necessary
- Coordinate Utilities/Add Additional Cable Channels Requested/WIFI
- Coordinate Weekly/Monthly Cleaning
- Coordinate Final Cleaning
- Follow-up on Refundable Security Deposits
- Arrange Auto Transport From Spring Training Location to Baseball Season Location
- Baseball Season
- Secure Housing
- Secure Parking
- Review Lease Agreement
- Determine if Renters Insurance is Necessary
- Coordinate Utilities/Add Additional Cable Channels Requested/WIFI
- Coordinate Weekly/Monthly Cleaning If Needed
- At the End of Lease Coordinate Any Final Cleaning Necessary
- Follow-up on Any Refundable Security Deposits
- Arrange Auto Transport From Season Housing to Home
- Arrange Travel Arrangements Home
- Travel Accommodations
- Hotel
- Ground Transportation
- Flights
- Car Service
- Vacations/Honeymoon
- Assist in Securing Concert/Sporting Event Tickets
- Assist in Birthday/Holiday Gifts
- Prepare Loan Documents When Purchasing Home/Automobile/etc.
- Meet with client and family as needed/requested
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