Time Saving

Burdened by bills to pay? Bugged by bookkeeping and bank statements? Not sure how to handle all those tax, compensation and insurance forms? Or just not enough time to do it yourself?

Now there’s a reliable, affordable solution to your financial record-keeping headaches.

Checks & Balances Etc. is an expert record keeping, financial management & bookkeeping service that relieves you of tedious financial tasks. We can do it all--from balancing your checkbook to setting up a complete record-keeping system for you and your business.

No more chaos before you see your accountant at tax time. No more uncertainty about who’ paid you or what you owe. Every detail is tracked and explained so that you are never in the dark about your business--or personal--finances.

How do we do it? With lots of expertise, years of experience--and our personal computer.

Checks & Balances Etc. expertly employs the right financial software packages to fit your special needs. We will automate your bill-paying, your balance sheet, chart every last penny and show you exactly where you stand from month to month.

If you have a computer, Checks & Balances Etc can convert your paper financial records to an easy-to-use automated bookkeeping system that we can train you to run.

If you don’t have a computer--or if you just can’t be bothered--we’ll use our own PC to convert even a shoe box full of statements and receipts into a computer file that instantly keeps you and your business on track and organized.

Let Checks & Balances Etc. take care of the financial detail so you don’t have to! Call us to schedule a no-obligation introductory meeting. We’ll show you how to save time and get organized.

A COMPLETE RANGE OF SERVICES TO SAVE YOU TIME AND HELP YOU BETTER MANAGE THE FOLLOWING:

CASH MANAGEMENT

• Bank reconciliation
• Weekly/Monthly bill-paying
• Monthly summaries and systematizing of
  • Cash Receipts
  • Cash Disbursements
  • Accounts Receivable and Payable
  • Expenses by categories
  • Payroll and payroll tax information
  • Compensation and Benefits Administration

BUDGETING

• Cash flow forecasts
• Monthly expense summaries
• Payment schedules
  • Spending plans
  • Discretionary spending
  • Fixed/variable

PERSONAL MANAGEMENT

• Writing checks
• Reconciling bank statements
• Sorting, filing monthly bills
• Checking credit card statements
• Annual cash flow and expense summaries
• Monthly summaries of
  • Checks written
  • Bills paid
  • Expenses by category

MEDICAL CLAIMS PROCESSING

• Chasing unpaid claims
• Preparing and filing claims
• Pursuing disputed claims
• Reviewing bills
• Summaries of claims and payments
• Verifying correct payment

WHY YOU CAN TRUST CHECKS & BALANCES ETC. ??

Lois Herbst, president of Checks & Balances Etc. specializes in making order out of chaos. A career manager and member of the National Association of Professional Organizers, Lois is a result-oriented advisor who has been helping individuals and small businesses get organized for more than 20 years.

When you work with Lois and her staff, you can be sure you’ll get prompt, confidential service from a company that prides itself on accuracy and attention to the details that matter to you and your business.

White Plains NY Cash Management | White Plains NY Medical Claims Processing |