Services I Provide

Time to call Equitable Paperwork Support!

To Contact Us Call (201)638-8662 or Click Here

Are you overwhelmed and stressed with paying bills, following up on insurance claims, understanding bills, forms and paperwork correspondence? Our services can eliminate that uneasy feeling. We can allow you more time to simplify your life by relieving you of this burden.

  • Bill-paying by preparing checks for you to sign, including calls to payees regarding incorrect bills or statements
  • Balancing checkbooks and maintaining organization of bank records
  • Preparing and delivering bank deposits
  • Paperwork Organizing and setting up files
  • Sort mail and prioritize time sensitive paperwork
  • Bank Reconciliations
  • Credit Card Reconciliations
  • Monitoring financial activity
  • Organizing tax documents  for taxes and other paperwork
  • Negotiating with creditors to get your payments lower if possible
  • Filing medical insurance papers and verifying proper processing of claims
  • Follow up of claims that are not paid or were not paid correctly
  • General organization assistance
  • Budgeting
  • Notary services
  • Bookkeeping and Record keeping
  • Before spending money on repairs, I can make calls to check on warranties that might cover the repair required and save you unnecessary financial outlay
  • Special Requests or Projects

I can help you avoid late payments and explain financial forms that you do not understand. I can help you keep track of financial obligations and avoid making errors by keeping on top of things for you.

Most clients of Daily Money Managers find they enjoy the extra freedom they obtain from their DMM, and wish they had used one previously in their life.

Equitable Paperwork Support does not take the place of your  accountant, investment company,  insurance broker, or lawyer. We add to their services by assuring your daily responsibilities are completed in a timely basis.

I can also provide recommendations for lawyers, real estate brokers, accountants, insurance brokers.   If you  need another kind of service, I can research and find it for you.

I want to make your life easier!  You will have more time to live your life and spend with family.

To Contact Us Call (201)638-8662 or Click Here