Our Services
Financial Paperwork ● Medical Paperwork ● Additional Services
Bill Paying
Pay monthly bills on a timely basis, avoiding late payments fees and finance charges
Prepare checks for signature
Review bills for discrepancies, unusual activities, or red flags
Banking Services
Make deposits
Reconcile bank statements with checkbook
Review bank statements for discrepancies
Organize bank statements
Balance checkbooks on computer software
Mail Sorting & Organization
Assure that important mail and bills won't be mistaken for junk mail
Organize files
Keep track of important occasions and events that will require monetary gifts
Create budgets and expense reports
Organize your tax documents
Insurance Claims and Processing
Review medical bills and insurance explanations of benefits
Follow up with insurance companies, Medicare to ensure correct papers have been filed.
Track reimbursements and payments
Medication List Management
Create and maintain a comprehensive list of current medications, providing an overview for healthcare providers.
Medical Record Organization
Create a filing system for health records, including test results, insurance documents, medication lists, doctor visits, explanations of benefits, family history, living will or health directives, list of doctors, etc.
Objective third-party view of client on an ongoing basis
Appointment tracking and reminders
Source of referrals
Provide referrals for financial, investment, legal, and healthcare professionals
Research projects
Notary services
Paperwork Solutions' services are designed to complement the work of other professionals, not to replace them. Paperwork Solutions does not provide financial, investment, legal, or medical advice. Paperwork Solutions acts only as an intermediary between the client and other professionals such as attorneys, financial advisors, CPAs, or healthcare providers. | ||