Services

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.

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 & Recordkeeping

  • 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

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

Additional Services

  • Monthly financial statements
  • Entity bookkeeping
  • Trust & foundation accounting

Who We Serve

Outsource your monthly expense payments to our team of personal bill management experts who specialize in serving the needs of high net worth individuals and families and their financial managers.

Individuals + Families

Learn more

Financial Managers + Family Offices

Learn more

Take the First Step

Request a consultation to learn how TAG Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.