Bill Payment Services

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“…My obligations are met on time, my bank accounts look great, and I absolutely do not stress about my finances at all…”

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Services include

Financial Goal Setting. Collaborate to establish short-term and long-term financial goals. Develop action plans and provide guidance to achieve bill payment goals.
Review of Bills. Gather information on bills regarding invoice dates, close dates, due dates, payment amounts, form of payment, manual or automatic payments, and how bills are received.
Bill Organization & Payment Scheduling. Organize bills and set up a system to schedule and manage bill payments.
Expense Tracking. Help track expenses by categorizing and recording transactions. This will provide insights into spending habits and enable better financial decision-making.
Account Reconciliation. Regularly review bank statements, credit card statements, and bills to ensure accuracy and identify any discrepancies. Reconciling accounts will also help identity fraudulent charges.
Negotiating With Billers. Assist in negotiating better terms with billers, such as lower interest rates, reduced payment plans, or waiving late fees. This can help alleviate financial burdens.
Reconcile Medical Bills to Insurance Claims. Reconcile medical bill to insurance explanation of benefits (EOBs) to ensure insurance has paid their responsibility prior to paying medical bills.
Financial Education and Coaching. Provide personalized financial education and coaching sessions to empower those that want to learn how to create a bill payment workflow for themselves.

Work can be a one-time need or on-going assistance. We perform most of our work remotely, but some situations or tasks may need to be handled in-person within the Metro Atlanta Area.

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