Bill Payment and Account Management
There are now so many ways to pay your bills electronically: on-line payments from your bank or credit card account, e-transfers, automatic withdrawals, wire transfers. As easy and quick as the banks have made it for us, it still requires record keeping!
Did you print off the confirmation? Did you remember to cancel the automatic withdrawal? Which password did you use for this on-line account? What were your answers to the security questions?
Many of our clients have entrusted us with these confidential administrative tasks. We make sure we always keep them informed and ensure that their sensitive information is locked up securely.
Need help with this? Call or email us!