Bill Pay Concierge
We offer bill paying and account reconciliation services for individuals and businesses. One of the trusted advisors in our firm will pay your bills, maintain your accounts and reconcile them to bank balances and credit card statements. Account reconciliations ensure that banks have recorded all transactions properly.
Busy professionals, athletes and entertainers who are frequently away from home and anyone preferring not to be encumbered with monitoring due dates for numerous recurring bills and obligations find this service valuable. We maintain files of all paid bills. In addition, we will prepare a general ledger report and monthly financial statement for your internal use.
Stay current with your accounts and trust that your financial house is in order, all while you are attending to the joys of life. Our concierge service is peace of mind you can count on.
Safety net & build wealth
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You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.
Business planning & strategy
Our clients are often surprised by the possibilities we present to them; by thinking outside the box we present exciting new ventures:
- Work fewer hours — and make more money
- Attract and retain quality, high-paying customers
- Manage your time so you’ll get more done in less time
- Hone sharp leadership skills to manage your team
- Cut expenses without sacrificing quality
- Automate your business, so you can leave for days,