Our Services

ARE YOU BURIED UNDER PAPERWORK?

Burdened by bills to pay? Hassled with forms to fill out--for taxes and insurance. Checks & Balances, etc. can efficiently and economically relieve you of these tasks.

Lois Herbst, principal of Checks & Balances, etc., is a “results oriented” person who makes order out of chaos. She is a business manager who will organize both your personal finances and business life.

Checks & Balances, etc. provides prompt and accurate service with attention to detail. We promise complete confidentiality while maintaining a professional yet friendly relationship with out clientele.

WE OFFER A COMPLETE RANGE OF SERVICES TO SAVE YOU TIME AND HELP YOU BETTER MANAGE YOUR MONEY

PERSONAL MANAGEMENT

• Write Checks
• Reconcile Bank Statements
• Sort and File Monthly Bills
• Check Credit Card Statements
• Provide Monthly Summaries of:
  • Checks Written
  • Bills Paid
  • Expenses by Category
• Annual and monthly statements
• Expense Summaries

SMALL BUSINESS CASH MANAGEMENT

• Bank Reconciliation
• Weekly/Monthly Bill Paying
• Monthly Summaries and Systemizing
  • Cash Receipts
  • Cash disbursements
  • Accounts Receivable
  • Accounts Payable
  • Expenses by Categories
  • Payroll and Payroll Taxes

BUDGETING/CASH MANAGEMENT

• Monthly Expense Summaries
  • Fixed/Variable Expenses
  • Discretionary Spending
• Cash Flow Forecasts
• Spending Plans
• Payment Schedules

MEDICAL CLAIMS PROCESSING

• Reviewing Bills
• Preparing and Filing Claims
• Verifying Correct Payment
• Follow-up on Unpaid Claims
• Pursue Disputed Claims
• Summaries of Claims and Payments

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