Company Name: Checks and Balances

Services: Daily Money Management for Individuals and Small Businesses

About the Company: 

Welcome to Checks and Balances! 

Think of us as your personal assistant who helps to free up your time and simplify your life by handling your paperwork and your day-to-day administrative affairs.  While the scope of our services are dependent on our client needs, Checks and Balances routinely handles mail, perform all basic bill paying duties, balances checkbooks, file insurance claims, organize tax documents, compose letters, make travel arrangements, and maintain files.  Additionally, Checks and Balances will work with you to develop, prepare and implement a budget, monitor your credit activity to ensure accuracy and avoid fraud, interact with other subject matter professionals including bankers, CPA’s, insurance agents and other financial planners on your behalf,   Checks and Balances will prepare and provide monthly, quarterly and yearly reports  regarding your financial affairs.   

Checks and Balances works with our clients to provide service with which they are the most comfortable and fits within their lifestyles.  Checks and Balances is cognizant that the type of service provided demands the highest degree  of confidentiality and therefore will provide all our clients with a signed code of ethics declaration.  Checks and Balances is fully insured. 

Checks  and Balances bills by the hour, initial consult is free and  pre-paid  discount packages are available.   Before commencement of any service Checks and Balances will provide  a free evaluation of your needs and estimate of monthly cost. 

List of Services: 

·        Bill paying, preparation of checks for client signature

·        Balancing checkbooks and maintaining organizational back records

·        Preparing and delivering bank deposits

·        Organizing tax documents and other paperwork

·        Negotiating with creditors

·        Deciphering medical insurance papers and verifying proper processing of claims

·        Provide referrals to subject matter experts as needed

Contact Information: 

 
Checks and Balances
4 First Street 8203
Salem, MA 01970

Office:  978/594-1332