BDPB CFO Solutions simplifies the lives of high net-worth individuals, whose extensive financial affairs require specific focus and detail by providing financial management, business and personal check writing usage services and an online web portal that can be accessed from a personal computer or Personal Digital Assistant (PDA).
Our Services Include:
- Banking
- Bill Payment
- Check Writing
- Account reconciliations
- Billing Inquiries/Disputes
- Cash flow management
- Financial Document Management
- Electronic Document Management
- Mail Sorting
- Recordkeeping
- Personal Online Web Portal
- Review current invoices
- Approve payments
- Review financial transactions/history
- General Ledger/Bookkeeping
- Pending invoice notifications
- Payment confirmations
How CFO Solutions Works
- Our Financial Coordinators analyze our clients’ average monthly expenditures, recurring bills and establish a tailored payment-cycle that ensures all invoices are paid in a timely fashion. They perform the following services:
- create a list of Pre-Approved Vendors.
- establish recurring payment-cycles.
- send out pre-scheduled payments.
- print on-the-spot checks whenever needed.
- receive, sort and organize through all our client’s billing correspondence.
- directly coordinate with vendors to receive electronic invoices.
- send once-daily notifications for pending invoices.
- The Personal Online Web Portal is custom-built for each client so he or she can review and manage his or her personal finances in one convenient and organized location.
One click, allows our clients to:
- review current invoices
- approve payments
- review financial history
- have immediate access to wills, trusts and tax returns
- Technological Requirements:
- available for Microsft and Apple users
- available on Personal Digital Assistants (PDAs).
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