Bill Paying and Account Reconciliation

We ensure that bills are paid in a timely and efficient manner, using automatic payments if appropriate. This includes (but is not limited to):

  • Monthly maintenance or rent payments
  • Home utilities such as gas, electricity, water, cable/internet
  • Insurance premiums, for health insurance, home insurance, life insurance, or any other kind
  • Medical bills not covered by insurance
  • Quarterly estimated tax vouchers or IRS payment plan installments

We also maintain a password-protected Quicken file for each of our clients to monitor their income and expenses on a daily, monthly and annual scale to prevent and dispute fraud, ensure that income is received as expected, and give our clients and their families insight into their spending trends.

Do you or anyone you know need help balancing a budget?

Reach out to us for a free consultation.