Tier 1 — Comfort

$0.00
  • Schedule & pay monthly bills on time

  • Credit card payment scheduling & statement review (up to 5 credit cards)

  • Monthly bank reconciliation (up to 2 bank accounts)

  • Monthly budget tracking & spending guidance

  • Review monthly bank & credit card statements for unusual activity, & billing discrepancies (client provides monthly statements)

  • Receive a monthly expense summary report

  • Monthly client check-in (20 minutes)

  • Schedule & pay monthly bills on time

  • Credit card payment scheduling & statement review (up to 5 credit cards)

  • Monthly bank reconciliation (up to 2 bank accounts)

  • Monthly budget tracking & spending guidance

  • Review monthly bank & credit card statements for unusual activity, & billing discrepancies (client provides monthly statements)

  • Receive a monthly expense summary report

  • Monthly client check-in (20 minutes)