Our services, which are always specifically tailored to meet your
individual needs, include:
Personalized Bill Paying Services
Make your life much less complicated by letting us handle all of
your personal financial administrative details, including repetitive
chores such as bill paying and bank account management as well as
organizing and maintaining your comprehensive financial records.
We will:
- Open, sort and review bills
- Organize and track billing information
- Pay bills electronically or manually
- Track and ensure timely payment of all bills
- Provide monthly bill payment history
- Provide customized reports, based on the client's needs
- Make bank deposits
- Transfer funds and maintain accurate bank balances
- Handle any disputes regarding payments on accounts we manage
- Maintain files for bills paid, bank and investment statements
and all documents we manage
- Coordinate and organize tax-related documents for tax preparation
Bank Reconciliation
Reconciling your checking account each month allow us to keep your
bank account, accounting, and taxes up-to-date.
Having us reconcile your account each month allows you to...
- Identify lost checks, lost deposits and unauthorized wire transactions.
- Detect and prevent excess/unjustified bank charges and ensures
transactions are posted correctly by your bank.
- Know how your business is doing? You can't really know unless
all accounts are reconciled and properly accounted for on your
financial statement.
Credit Card Reconciliation
Reconciling your credit cards each month allow us to assist you
in keeping your debts in precise order and allows you to manage your
liabilities up-to-date.
Having us reconcile your credit cards each month allows you to...
- Identify unauthorized charges, overcharges and or missed credits/payments
and adjustments.
- Detect and prevent excess/unjustified interest charges and ensures
transactions are posted correctly by your accounts.
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