A young athlete with a new long-term contract needed help managing finances amid a busy training and travel schedule.
High-profile family office seeks to streamline expense management and enhance financial control.
When it comes to managing your personal finances, accountability is crucial. Our personalized bill pay and family office accounting services are successful because we base each unique client engagement on a secure, established process.
Our proven 7 Step Process includes clearly outlined objectives and customizable key deliverables based on your specific needs.
Whether you are utilizing our bill pay or accounting services, we provide frequent comprehensive reporting and high-touch client support. Bill pay clients have the added benefit of 24/7 on-demand access to your own accounts through our proprietary bill pay app where you or your designated financial representative maintain a direct line of sight into your expenses, without the stress of managing the minutiae.
| Step | Phase Objectives | Key Deliverables |
In order to establish your personalized bill pay or family office accounting service, we will prepare your new client checklist and outline all tasks with specific due dates. We make it easy for you to get started so you can get back to focusing on what matters most to you.
Contact us to learn more about how our bill pay and accounting services can enhance your lifestyle.
Request a consultation to learn how Plumb Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.