Because your clients needcomprehensivereliablesecureBill Payment and Personal Bookkeeping Services.
High net worth and ultra-high net worth clients have increasingly complicated financial lives that make bill payment and personal bookkeeping more challenging and time consuming than ever. They are seeking these services from their existing financial service providers, which creates both an opportunity and a problem for firms such as yours.
BENEFITS TO YOUR CLIENTS
Clients receive many benefits from using a professional service to manage their bill payment and personal bookkeeping chores, including the following:
Peace of mind
knowing that their finances are being managed by people with decades of experience
Additional free time
to travel, or to focus on family and/or work
Freedom
from the hassle, burden, and stress of managing bill payments
Valuable information
for assessing, and if necessary, adjusting their spending patterns
Greater appreciation
and sense of value in their relationship with you as an advisor
BENEFITS TO YOUR FIRM
Save Money
You may save an estimated 8–12 hours per month of internal staff time for every client that is currently getting bill pay and bookkeeping services provided by your firm (whether officially or not). This is time spent at a much higher cost than what My Accountant, Inc. can provide the service for.
Avoid Problems
Bill Pay is high visibility, and has immediate repercussions if done poorly. Our focus on Bill Pay as our core business ensures that we are always on task, and ahead of any possible problems.
Expand Services
Providing Bill Pay and Personal Bookkeeping as an integral part of your firm's offering will ensure that clients looking for that functionally do not need to go elsewhere for their financial management needs. One-stop shopping is sought by more and more clients.
Access to Information
Having the detailed, accurate reports generated by My Accountant, Inc. will allow the various client teams within your company to operate more efficiently and cost effectively. Investment management, based upon full knowledge of a client’s financial situation can be done more quickly, accurately, and efficiently.
Increase Staff Morale
Internal staff is often relieved when they are no longer tasked with handling jobs that are not part of their “job description,” and which increase an already full workload. Overall performance of their other responsibilities goes up, as does work satisfaction.
Highest Standards
Your clients expect exceptional attention to detail in all aspects of their lives, and their financial management is no exception. Bill payment services, while not necessarily at the forefront of the “financial management” thought process, provide a tremendous opportunity to enhance security, as well as create customer satisfaction, loyalty, and longevity.
Our Services
While you enjoy volume-based, flat rate pricing across our three service levels; your clients will appreciate the distribution of risk and appropriate allocation of our resources to fit their needs. It’s a win-win.

Bill Payment
Provide these services to clients who just need the bills paid
Personal Bookkeeping
In addition to Bill Payment offerings, provide these more in-depth offerings


Concierge Services
This custom-tailored suite of tasks works in conjunction with our core services
Domestic payroll services
Irrevocable Life Insurance (ILIT) adminstration
Customized reporting
Medical claims processing
Non-resident property owners
Statement of assets
Document storage
Irrevocable Life Insurance (ILIT) adminstration
Customized reporting
Medical claims processing
Non-resident property owners
Statement of assets
Document storage
Why Us?
My Accountant, Inc. has continually proven to be an industry leader and an ideal strategic partner for Bill Pay and Personal Bookkeeping in the following ways:
What do our customized reports look like?
Take a closer look at our attention to detail.
A PARTNERSHIP WITH MY ACCOUNTANT, INC. MAKES SENSE
We’re here to help you better serve your clients
High net worth and ultra-high net worth families expect exceptional attention to detail in all aspects of their lives, and their financial management is no exception. Partner with My Accountant, Inc. because knowledge is power.