Includes all Tier 1 - Comfort services, plus:
Credit card payment scheduling & statement review (up to 8 credit cards)
Mail Management - receive, sort, review, scan, & securely store documents in client’s digital folder
Billing & creditor dispute communication support (client approval & authorization required)
Monthly bank reconciliations (up to 4 bank accounts)
Access to professional Notary services
Bi-weekly client check-ins (20 minutes each)
Includes all Tier 1 - Comfort services, plus:
Credit card payment scheduling & statement review (up to 8 credit cards)
Mail Management - receive, sort, review, scan, & securely store documents in client’s digital folder
Billing & creditor dispute communication support (client approval & authorization required)
Monthly bank reconciliations (up to 4 bank accounts)
Access to professional Notary services
Bi-weekly client check-ins (20 minutes each)
