Direct Up Front Pricing
Direct Up Front Pricing
Direct Up Front Pricing
Base Monthly Subscription
Base Monthly Subscription
$200
/month
Fee for concierge bill management services by an Concierge for up to 20 bills a month.
Fee for concierge bill management services by an Concierge for up to 20 bills a month.
Ancillary Services
Ancillary Services
$100
/hour
Need extra help? Our concierges are happy to help give you personalized service
Need extra help? Our concierges are happy to help give you personalized service
Ancillary Services
Ancillary Services
Ancillary Services
Ancillary Services
Want More From Our Concierges? We understand.
Everyone is different and our concierges are happy to give you the personalized service you need. We can also help with:
Want More From Our Concierges? We understand.
Everyone is different and our concierges are happy to give you the personalized service you need. We can also help with:
Want More From Our Concierges? We understand.
Everyone is different and our concierges are happy to give you the personalized service you need. We can also help with:
Want More From Our Concierges? We understand.
Everyone is different and our concierges are happy to give you the personalized service you need. We can also help with:
Working with your tax advisor to get them the documents they need to prepare your return.
Working with your tax advisor to get them the documents they need to prepare your return.
Working with your tax advisor to get them the documents they need to prepare your return.
Working with your tax advisor to get them the documents they need to prepare your return.
Generating a comprehensive reconciliation report for your credit cards and bank account transactions.
Generating a comprehensive reconciliation report for your credit cards and bank account transactions.
Generating a comprehensive reconciliation report for your credit cards and bank account transactions.
Generating a comprehensive reconciliation report for your credit cards and bank account transactions.
Developing a customized charitable giving schedule aligned with your annual donation goals.
Developing a customized charitable giving schedule aligned with your annual donation goals.
Developing a customized charitable giving schedule aligned with your annual donation goals.
Developing a customized charitable giving schedule aligned with your annual donation goals.
Submitting claims on your behalf to insurance companies and government agencies such as Medicaid and Medicare.
Submitting claims on your behalf to insurance companies and government agencies such as Medicaid and Medicare.
Submitting claims on your behalf to insurance companies and government agencies such as Medicaid and Medicare.
Submitting claims on your behalf to insurance companies and government agencies such as Medicaid and Medicare.
Put together a trend report based on your reoccurring transactions.
Put together a trend report based on your reoccurring transactions.
Put together a trend report based on your reoccurring transactions.
Put together a trend report based on your reoccurring transactions.
Removing your name and address from junk mail and advertising.
Removing your name and address from junk mail and advertising.
Removing your name and address from junk mail and advertising.
