As part of our many services, we offer bill paying and account reconciliation services for individuals and businesses. One of the trusted advisors in our firm will pay your bills, maintain your check book balance and reconcile your accounts to bank balances and credit card statements. Account reconciliations ensure that banks have recorded all transactions properly.

Busy professionals, athletes and entertainers who are frequently away from home and anyone preferring not to be encumbered with monitoring due dates for numerous recurring bills and obligations find this service valuable. We maintain files of all paid bills. In addition, we will prepare a general ledger report and monthly financial statement for your internal use.

Stay current with your accounts and trust that your financial house is in order, all while you are attending to the joys of life. Our concierge service is peace of mind you can count on.