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
Additional free time
BENEFITS TO YOUR FIRM
Access to Information
Increase Staff Morale
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.
Irrevocable Life Insurance (ILIT) adminstration
Medical claims processing
Non-resident property owners
Statement of assets
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.
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.