Client Case Study: Bringing greater organization to a retiree's financial affairs with TAG Bill Pay Services. The client was seeking a reliable and professional firm to manager her complex financial life by handling the payment of bills, overseeing household staff payroll and tracking of rental properties. TAG Bill Pay Services Include: Bill Payment Accounts Payable Expense Tracking Vendor Management Mail Management Recordkeeping Complete Account Protection - robust security measures with all sensitive information encrypted and uploaded to private portal. Contact: 888-TEAMTAG or email: sales@teamtag.net to request a quote or learn more.

1. SUCCESS
STORY
RETIRED
SENIOR
TEAMTAG.NET
TAG
Bill Pay
Services
Bringing greater organization to a retiree's financial affairs.

2. 02
Widow who is a retired professional with
accumulated wealth and real estate
investments.
CLIENT
$50MM
NET-
WORTH

3. BACKGROUND
The client was seeking a reliable and professional
firm to manage her complex financial affairs by
handling the payment of bills, overseeing household
staff payroll and tracking of rental properties.
03
TAG Bill Pay
Trust your personal bill management to a team you can rely
on.

4. THE SOLUTION
Collecting & reviewing all incoming mail and bill statements
Sending client a list of bills for approval of payment
Cutting checks out of a management bank account with POA for signature
Providing summary of payroll timesheet for approval to pay
Household staff payroll is setup through a preferred third-party vendor
Tracking rental income & expenses for multiple properties
Depositing rent checks
Monthly bank & credit card statement reconciliation
Creating weekly cash flow reports
Setting up insurance report for properties with calendar of due dates
Organizing tax documents at year-end to send to client's CPA
04
TAG setup a bill payment process with the client that
includes:

5. THE
OUTCOME
The client is fully enjoying her retirement by not having to deal with the
day-to-day financial issues of owning rental properties, handing the
payroll of household staff and paying bills on time.
With bill pay from TAG, she is confident her finances are being
monitored by a long-standing, trustworthy and transparent firm with
top-level security and technology.
Every week she receives a clear picture of her wealth and is able to
keep track of her real estate investments with ease.
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.