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TAG Bill Pay Services for Affluent Family

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Success Story: Learn how this $100MM family enjoys more quality family time by outsourcing their bill pay to TAG. A high-touch personal bill pay service ensures that your bills are paid on time, so you can devote more energy to enjoying life!
Services Include:
Bill Payment & Accounts Payable
Expense Tracking
Vendor Management
Mail Management Services
Cash Flow Reports
Comprehensive Bill Pay Schedule
Complete Account Protection - multiple levels of security and all information is encrypted to a private portal with two-factor authentication.
Contact: 888-TEAMTAG or email: Sales@teamtag.net to request a quote and learn more.

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TAG Bill Pay Services for Affluent Family

  1. 1. SUCCESS STORY AFFLUENT� FAMILY TEAMTAG.NET TAG Bill Pay Services Enjoy more quality family time through outsourcing bill pay to TAG
  2. 2. 02 High-net-worth family who own several successful companies, real estate investment properties and a collection of vacation homes. CLIENT $100MM NET- WORTH
  3. 3. BACKGROUND The piles of mail, bills and daily deadlines kept growing and the family needed a resource to handle the payment of bills and tracking cash flow. 03 TAG Bill Pay Our high-touch personal bill pay service ensures that your bills are paid on time, so you can devote more energy to enjoying life.�
  4. 4. THE�SOLUTION Collecting bills & forwarding them to client-specific PO Box Setting up bill pay schedule with financial calendar of due dates Paying bills out of a POA designated bank account Processing checks that TAG signs as Power of Attorney Tracking rental income of investment properties Depositing rent checks Performing monthly bank & credit card statement reconciliations Implementing vendor management reporting Producing monthly cash flow reports Properly tracking income & expenses Organizing tax documents at year-end for family's CPA 04 TAG has developed best practices in bill pay for the high-net-worth with services that include:
  5. 5. THE OUTCOME The family has a dedicated team of accounting professionals at TAG who work exclusively with the high-net-worth. Now, with a clear financial picture, they have more time to enjoy their wealth. Their bills are paid on time, while being reconciled and verified for accuracy.� By having a monthly cash flow report, the family has an understanding of income and expenses so they are better prepared for long-term wealth planning.� TEAMTAG.NET
  6. 6. REQUEST A QUOTE 888-TEAMTAG (832-6824) sales@teamtag.net 06 Confidently manage your monthly expenses with personal bill pay service from TAG.

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