Chex Management, LLC

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Bill paying Preparing checks for client signature Reconciling checking and other bank accounts Monitoring credit card activity Organizing tax documents Verifying proper processing of medical insurance claims Handling questions with vendors Organizing financial documents Downloading transactions Assisting with mail Bill paying Preparing checks for client signature Reconciling checking and other bank accounts Monitoring credit card activity Organizing tax documents Verifying proper processing of medical insurance claims Handling questions with vendors Organizing financial documents Downloading transactions Assisting with mail