Available Packages

Provide detailed monthly expense reports
Pay all bills for 1 house
Pay all personal bills (non house related) up to 2 individuals per household
Track usernames and passwords for up to 2 individuals per household
30 min per month zoom or cellular call to review up to 4 credit cards statements
Up to 25 scanned pages per month for cloud storage
Up to 100 pages of shredding per month
Convert up to 5 pages per month to PDF format from a different file format
Notification via email of upcoming expiration of items, policies or contracts at least 1 month prior to expiration

Provide detailed monthly expense reports
Pay all bills for 2 houses
Pay all personal bills (non house related) up to 4 individuals per household
Track usernames and passwords for up to 4 individuals per household
60 min per month zoom or cellular call to review up to 8 credit cards statements
Up to 75 scanned pages per month for cloud storage
Up to 200 pages of shredding per month
Convert up to 15 pages per month to PDF format from a different file format
Notification via email of upcoming expiration of items, policies or contracts at least 1 month prior to expiration
Weekly email notifications of upcoming expirations or expired accounts/policies until renewed

Provide detailed monthly expense reports
Pay all bills for 3 houses
Pay all personal bills (non house related) up to 6 individuals per household
Track usernames and passwords for up to 6 individuals per household
90 min per month zoom or cellular call to review up to 12 credit cards statements
Up to 100 scanned pages per month for cloud storage
Up to 1000 pages of shredding per month
Convert up to 30 pages per month to PDF format from a different file format
Notification via email of upcoming expiration of items, policies or contracts at least 1 month prior to expiration
Weekly email notifications of upcoming expirations or expired accounts/policies until renewed
Provide Excel or PDF file which includes a list of all health care invoices & charitable contributions itemized for accountant for tax purposes

Additional Packages Below

We can create a package that suits your needs