Services

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By The Book Services offers peace of mind by assisting in the day-to-day management and organization of your finances. Are you or someone you love overwhelmed with mail, bills, insurance forms? Could you use an advocate to contact service providers on your behalf? We can help.

Some of the services we provide include:

  • Assistance with paying bills and reconciliation of payments
  • Setting up online banking, online bill-pay and auto-payment on bills
  • Acting as your advocate with service providers including calls regarding billing questions
  • Balancing checkbooks and maintaining organization of bank records
  • Reconciling credit card statements
  • Assistance with budgeting
  • Change of ownership on decedents’ accounts
  • Deciphering and verifying proper processing of medical insurance claims
  • Assistance with arrangements for moving from one’s home to a retirement or nursing facility
  • Creating and maintaining a system for organizing your financial records
  • Sorting mail, separating official-looking solicitations and valid correspondence
  • Reviewing statements for identity theft or fraud
  • General organization and administrative assistance
  • Organizing tax documents and preparing data for tax filing
  • Referrals to legal, tax, and investment professionals

 


We do not provide: Investment or insurance advice or sales; estate planning, financial planning, legal or tax advice–but we can refer you to professionals in each of these specialties.