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.

How it Works

Our 7-phase personal bill pay cycle features segregation of duties, multiple levels of review and secure access. By following these checks and balances, you can enjoy peace of mind knowing that your assets and bills are being monitored by an independent firm with a long history of continuity and confidentiality. Your account will be assigned to a bill pay team led by your personal Client Relationship Manager. A dedicated team allows for a seamless transition if anyone is to leave or take over your account, and ensures that you receive answers and information any time you reach out.

Phase 1

Receive and review vendor invoices.

Phase 2

Send vendor invoices to client for approval.

Phase 3

Client Associate initiates bill payment.

Phase 4

TAG principal authorizes signatures for ACH, wires and checks.

Phase 5

Client Relationship Manager reviews bank and credit card statements for accuracy.

Phase 6

Client Associate reconciles your bank and credit card statements.

Phase 7

Client Relationship Manager sends weekly cash activity report.

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.