Bill Paying Services
Make your life much less complicated by letting us handle all
of your personal financial management details, including repetitive
chores such as bill paying and bank account management as well
as organizing and maintaining your comprehensive financial records.
We will:
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Open, sort and review bills
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Organize and track billing information
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Pay bills electronically or manually
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Track and ensure timely bill payment
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Provide monthly bill payment history
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Prepare monthly inflow and outflow reports
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Provide customized reports, based on the
client's needs
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Reconcile bank statements
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Make bank deposits
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Transfer funds and maintain accurate bank
balances
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Set-up, manage and file payroll taxes for
household employees
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Track finances throughout the year using
personal financial management software
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Handle any disputes regarding payments on
accounts we manage
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Maintain files for bills paid, bank and investment
statements and all documents we manage
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Coordinate and organize tax-related documents
for tax preparation
