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Outsourced Accounting & Bill Pay

Have confidence knowing your personal financial statements and bills are handled with timeliness and precision.

Proactive Accounting Services

Led by an experienced team of advisors, accountants and CPAs, we provide forward-thinking bookkeeping services and unaudited financial statements for personal client accounts. Our bill pay service consists of receiving, processing and issuing payment for personal bills on behalf of our clients.

Services Provided

  • Payroll Assistance
  • 1099 Processing
  • Sending IRS Quarterly Estimated Tax Payments
  • Cleaning Up/Catching Up Client Bookkeeping
  • Providing a Chart of Accounts
  • Processing and Issuing Payment for Bills
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Key Benefits of Working With Our Team

  • Accuracy. Our review process helps ensure no financials are issued without at least two sets of eyes checking them.
  • Ease of Mind. Delegate the everyday process of receiving/paying personal bills to our team, and enjoy the freedom to spend this “found” time doing what’s most important to you.
  • Transparency. With our bill pay fee structure, you can rest assured there won’t be a monthly variation in cost. This structure is reviewed twice a year, and you’ll be notified if there’s a change.

Our Team Approach Means No Angle Is Left Uncovered

  • We work closely with tax professionals to meet filing deadlines.
  • We have strong relationships with wealth managers to fund accounts and make sure all bills have been approved and authorized for payment.
  • Our team has experience assisting clients after a death in the family. With our Legal and Trust teams’ support, we help ensure all necessary authorizations are in place for a seamless transition.
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Ready to Get Started?