Bill Pay Services
Sorting through mail, writing checks, balancing bank accounts, monitoring income and expense and organizing papers can be a tedious task. We give our clients peace of mind by helping them with these personal bill pay services.
- Assist our clients sorting through all mail.
- Balance all bank accounts and update registers.
- Ensure that all household bills are paid in a timely manner.
- Provide our clients with monthly account information including income-expense reports.
- Provide our clients with an itemized income - expense spreadsheet
- Provide our clients with an asset to expense ratio summary report when necessary.
- When necessary, organize all tax papers and forward on to tax preparer. We also ensure that estimated tax payments are sent to the IRS each quarter.
- Set up filing system to organize all papers our clients receive each month.
- Monitor bank account activity to help identify any suspicious transactions.
- Provide our clients and their family peace of mind.