Family Bill Pay Services | Personal Bill Pay by TAG Family CFO
Family bill pay services is a featured offering of TAG Family CFO. Depending on need and the complexity of your financial affairs, family or personal bill pay can be a stand alone service or used in conjunction with financial reporting, budgeting or expense tracking. See full list of services.
As a professional and reliable firm, in business for over 20 years, TAG sets up processes and procedures to execute family bill pay. It first starts with collecting bills and vendor information, resulting in a comprehensive list of vendor and account information. In the client setup phase, a financial calendar of due dates and bill payment procedures are produced. Not only are your bills paid on a timely basis, but monitored, reconciled, and reviewed.
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“Thank you for all that you have done for my family. Your team is proactive and trustworthy and has provided us with such great confidence now that our finances are in order. What a relief!” – High-Net-Worth Family Bill Pay Client
Why Use Family Bill Pay Services?
- Do you have too many bills to keep track of all the time?
- Do you want to spend more time with your family and enjoy your wealth?
- Are you a frequent traveler and need help paying your bills while out of town?
- Are you disorganized or overwhelmed with paperwork and financial organization?
- Is anyone in your family suffering from an age- or disability-related challenge?
Bill Payment Procedure:
TAG Family CFO created a 4-step bill payment process with segregation of duties and different levels of review. By following checks and balances, clients can enjoy peace of mind knowing that their assets and bills are being monitored by an independent firm with a long history of continuity and confidentiality.
Financial Calendar of Due Dates:
Vendor Information Sheet: In order for TAG Family CFO to handle the bill pay services of clients, information is collected at the beginning of the engagement, including a comprehensive list of vendors and account information.
Personal Vendor List: A detailed chart of all incoming bills, divided by property is set up. This vendor list is used as a reference for each bill, with due dates, payment methods and any special notes.
Financial and Administrative Calendar of Due Dates: This report tracks bills that occur during a quarterly, yearly or semi-annual basis.