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Personal Manager Services
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Make your life much less complicated by letting us handle all of your personal financial administrative details, such as bill paying and bank account management, organizing and maintaining your comprehensive financial records, running errands and making appointments, finding the right nannie, housekeeper or contractor. Some of the servcies we provide are:
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Open, sort and review bills. Making sure you are not overcharged or double paying.
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Organize and track billing information. A monthly breakdown on expenses and income is provided
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Pay bills and keep track of receipts
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Track and ensure timely payment of all bills
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Provide customized reports, based on the client's needs
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Reconcile bank statement(s) and charge card statement(s)
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Make bank deposits
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Transfer funds and maintain accurate bank balances
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Set-up, manage and file payroll taxes for household employees
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Track finances and report on all expenses and income
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Handle any disputes regarding payments on accounts we manage
- Investigate overcharges and fees
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Maintain files for bills paid, bank and investment statements and all documents we manage
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Coordinate and organize tax-related documents for tax preparation
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Personal Bill Payer Corporation guarantees you will have quick, convenient access to your most important papers with our Important Documents Management service. We will locate, organize and securely store all of your important papers - ensuring that when you need a document you will know exactly where it is. This service is great for:
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Free yourself to concentrate on other important matters or to spend more time with your family with our customized Personal Assistant Services. We will help you manage and execute your personal day-to day affairs, including:
- Supervise household staff and oversee home
- Manage household payroll and taxes
- Assist with property purchasing and refinancing
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