Concierge Bill Pay

What is Concierge Bill Pay? We get this a lot from people calling in and new wealth management partners. To us, Concierge Bill Pay is simply daily money management. It is also personal bookkeeping. It can also be family office services, or maybe personal cfo services. Lost yet? If you are looking for someone to manage your personal daily finances for you then you better learn these many different names. That is why PPS came up with Concierge Bill Pay. Concierge because we are doing them for the client on their behalf and bill pay because paying your bills is the cornerstone of daily finances.

Like any standard business, the average individual has accounts receivable (A/R - or your income, paycheck, etc.), accounts payable (A/P - these are your bills, debts, etc) and then you should have a profit and loss report (P/L - where your income was spent each month). Any of the terms we used above focus on these three things for you personally as well as the overall management that goes into getting them done.

At PPS, we believe that services such as Concierge Bill Pay will continue to become more prominent and more people will seek some level of assistance with one of the the core areas of their daily finances. If you have a good handle on paying bills but don't have a clue where your money goes, then Concierge Bill Pay is a good fit. If you have 3 homes around the country and 50 bills to pay each month, Concierge Bill Pay is a good fit. If your income is coming from different areas and is somewhat sporadic and you need assistance managing the process, Concierge Bill Pay is a good fit. Overall, Concierge Bill Pay is anything that we can do to help you better manage your daily finances.

Thanks for letting me define the difference!

Devin