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Basic Package
Included for one flat-rate monthly fee:
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Timely payment of all bills and expenses from up to:
Two bank accounts
Three credit card accounts
One residence or property
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Monthly reporting including income, expenses, and bank balance
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Annual spending recap prior to February 28
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Upgrades & Add Ons
Additional Residences
or Properties
We will handle timely payment of all your periodically recurring bills at an additional residence or property for an additional monthly fee, per address.
Additional Bank Accounts or Credit Cards
For each bank account or credit card account in excess of the maximums included in the Basic Package, there will be an additional monthly fee.
Custom
Reporting
We can work directly with you, your CPA, accountant, or tax preparer to provide requested reports for an additional monthly charge, per residence or property address.
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