Simply Balanced Solutions
  • Home
  • Clients/Services
    • Clients >
      • Busy Professionals
      • Seniors
      • Personal Representatives & Trustees
    • Services >
      • Bill Pay
      • Organization >
        • Tax Records
        • Net Worth Statements
      • Security
  • Let's Get Started
  • About Us
    • Jennifer L Shulman, MBA, CDMM®
    • Lisa M Potts
    • Resources >
      • SBS Facebook
    • Fees
  • Simply Done
    • In our clients' words
    • Submit a Referral

Bill Pay Service

Simply Balanced Solutions takes care of paying your bills so that you don’t have to. You simply provide a list of the bills to be paid, we arrange for payment to be made on time. This way all household services continue without exception and your credit remains in good standing even when you are not around. 

Paper check writers

Those who want their bills paid by check; we can schedule a time to come them review the statements and assist with writing out the checks to be sent.

Online banking customers

Those who prefer online banking we can also set up online banking payments to pay for bills.
NOTE: All your institutional passwords remain securely with you and we take care of the rest.

Make it easier - Streamline the bill pay process

We can work with you to set up automatic payments and then monitor your accounts to ensure that they are handled and accounted for properly.Those who want their bills setup to be paid automatically, we can schedule a time to come out and walk them through this process. Then on a monthly basis review the statements to compare the actual statements to what was paid. Any additional bills can be examined and paid at the time of the appointment.

Online Bookkeeping - Access to your accounting

Those who want their income and expense available online; Real time classification & reconciliation of accounts. Simply Balanced Solutions can set up an online bookkeeping to classify and reconcile your transactions for you. We create custom reports for you to monitor your finances in real time.
NOTE: All your institutional passwords remain securely with you and we take care of the rest.
We can make it happen

EVERYONE KNOWS......

There are real benefits to knowing your  numbers:
planning benefits, tax benefits & peace of mind etc.

Reporting

We believe that communication is vital. So whether you like a paper statement or online report, we will provide you with a custom report detailing the bills paid, actions taken and reminders for what is coming up next. 

Budgeting & Planning
Budgeting is not only about controlling your spending; it is also about understanding your spending.  We help you put together a budget; we then provide ongoing consultation to help you stay on track. Simply Balanced Solutions monitors for you show that you’ll know where your money is going. 
Referrals for other Professionals:
​At your request, we also can work with you to provide financial, legal, and tax professionals the information they need to help plan and address your current and future needs.

When you simply want it done.

Simply Balanced Solutions is equipped to handle all of your daily bill pay management needs.  We take care of all your day to day financial duties, so you can get back to doing what is important to you.  We start by collecting your mail and determine which bills to pay.  To do this, Simply Balanced Solutions will set up an escrow account (bill pay account) from which only your bills are paid. We routinely pay your recurring bills and identify irregularities.
It's Time to Call

Complete Bill Pay Service

Picture
Learn more: Bill Pay Service
WHO ARE OUR CLIENTS?

HOW MUCH DOES IT COST?

WHAT SERVICES DO WE PROVIDE?

LEARN MORE ABOUT US.

KNOW SOMEONE WHO NEEDS US?

SEE WHAT OUR CLIENTS SAY ABOUT US.


Picture
Picture
Call us: 727-421-5573

Simply Balanced Solutions, LLC © 2013
Photo used under Creative Commons from jridgewayphotography
  • Home
  • Clients/Services
    • Clients >
      • Busy Professionals
      • Seniors
      • Personal Representatives & Trustees
    • Services >
      • Bill Pay
      • Organization >
        • Tax Records
        • Net Worth Statements
      • Security
  • Let's Get Started
  • About Us
    • Jennifer L Shulman, MBA, CDMM®
    • Lisa M Potts
    • Resources >
      • SBS Facebook
    • Fees
  • Simply Done
    • In our clients' words
    • Submit a Referral