Success Story: Learn how this $100MM family enjoys more quality family time by outsourcing their bill pay to TAG. A high-touch personal bill pay service ensures that your bills are paid on time, so you can devote more energy to enjoying life! Services Include: Bill Payment & Accounts Payable Expense Tracking Vendor Management Mail Management Services Cash Flow Reports Comprehensive Bill Pay Schedule Complete Account Protection - multiple levels of security and all information is encrypted to a private portal with two-factor authentication. Contact: 888-TEAMTAG or email: Sales@teamtag.net to request a quote and learn more.

1. SUCCESS
STORY
AFFLUENT
FAMILY
TEAMTAG.NET
TAG
Bill Pay
Services
Enjoy more quality family time through outsourcing bill pay to TAG

2. 02
High-net-worth family who own several
successful companies, real estate investment
properties and a collection of vacation homes.
CLIENT
$100MM
NET-
WORTH

3. BACKGROUND
The piles of mail, bills and daily deadlines kept
growing and the family needed a resource to handle
the payment of bills and tracking cash flow.
03
TAG Bill Pay
Our high-touch personal bill pay service ensures that your
bills are paid on time, so you can devote more energy to
enjoying life.

4. THE SOLUTION
Collecting bills & forwarding them to client-specific PO Box
Setting up bill pay schedule with financial calendar of due dates
Paying bills out of a POA designated bank account
Processing checks that TAG signs as Power of Attorney
Tracking rental income of investment properties
Depositing rent checks
Performing monthly bank & credit card statement reconciliations
Implementing vendor management reporting
Producing monthly cash flow reports
Properly tracking income & expenses
Organizing tax documents at year-end for family's CPA
04
TAG has developed best practices in bill pay for the
high-net-worth with services that include:

5. THE
OUTCOME
The family has a dedicated team of accounting professionals at TAG
who work exclusively with the high-net-worth. Now, with a clear
financial picture, they have more time to enjoy their wealth.
Their bills are paid on time, while being reconciled and verified for
accuracy.
By having a monthly cash flow report, the family has an understanding
of income and expenses so they are better prepared for long-term
wealth planning.
TEAMTAG.NET

6. REQUEST A QUOTE
888-TEAMTAG (832-6824)
sales@teamtag.net
06
Confidently manage your monthly expenses with personal
bill pay service from TAG.