Personal Bill Pay Made Simple

Outsource your personal bill payment needs to accounting experts and ensure that your bills are paid on time, every time. Using our secure personal bill pay services, your bills are monitored for discrepancies, tracked closely and reconciled accurately. By offloading your bill payments to trusted professionals, you never have to worry about managing your household expenses again.

Bill Pay Inforgraphic

Comprehensive Personal Bill Pay Services

Issuing monthly payments is only a fraction of TAG’s bill pay service. Your bills fit into a larger financial and administrative picture that requires expertise and attention to detail. Here is a list of the services that we perform on your behalf, as part of your partnership with TAG.

Bill Payment & Accounts Payable

  • Bill payment
  • Reconciling credit card transactions
  • Reconciling bank statements
  • Power of Attorney – signature services

Expense Tracking

  • Properly tracking expenses
  • Tracking charitable contributions
  • Monitoring credit card activity
  • Monthly cash flow report
  • Year-end reconciliations
  • General ledger review
  • Supply supporting documents to CPA or advisor for taxable deductions
  • Analysis of expenses

Vendor Management

  • Background checks
  • Preparing and filing 1099s & 1096s
  • Cutting checks
  • Wire transactions

Mail Management Services

  • Scanning and shredding
  • Setup centralized mailing address for delivery and billing
  • Mail reception, processing & forwarding

Complete Account Protection

Robust security measures protect your account from unauthorized access. All confidential information is stored in a data center with multiple levels of security and can only be accessed by TAG and you or your designated representative. All sensitive information is encrypted and uploaded to your private portal. Two-factor authentication to login to portal further safeguards your accounts and information.