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The Paperwork Assistants, Inc.

Are your bills getting paid on time?
Are you balancing your checkbook?
Can you locate your important papers?
Are your papers and receipts ready for tax day?
Are you keeping track of all your medical/Medicare claims?

   If you answered NO to any of the above, you need 
    The Paperwork Assistants, Inc.!!!

 The Paperwork Assistants, Inc. can:

  • Open, review, and sort mail
  • Pay bills (preparing checks for client signature or online bill pay)
  • Develop and improve efficiency of filing systems
  • Balance checking accounts and maintain bank records
  • Prepare bank deposits
  • Organize tax documents and related paperwork
  • Organize medical claims and verifying amounts due
  • Follow up on health insurance claims with Medicare and supplemental insurers
  • Negotiate with service providers, insurance companies, and healthcare organizations to assure accurate billing and reimbursements
  • Communicate with family members or professionals, such as lawyers, bank officers, tax accountants, or financial advisors
  • Notary services 

Our clients are busy professionals, families, senior citizens, and any one uncomfortable with handling their own financial paperwork.

We are active members of the American Association of Daily Money Managers. 
Go to for additional information about what a Daily Money Manager can do for you.
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