Bill PayWhen you work with Simply Balanced Solutions you remain in control of your finances.
We take on the hassle for you. In fact, you will find that with our Bill Pay Solution you will be better informed about your finances which can bring peace of mind to you and your family.
If you are taking care of an older family member coupled with their finances, this is a great tool to help monitor accounts and pay bills. As part of our mission to keep you in control of your finances, ALL of your institutional passwords remain securely with you. This is a key component of our Confidentiality Commitment. |
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No matter your preference, we ensure your bills are paid, on-time and correctly.
Paying Bills |
While it may seem obvious that our Bill Pay Solution starts with "paying bills", it is important to call out that we take care of this for -and with- our clients.
It is true that we do the heavy lifting, but you stay in control of all of your financial decisions. |
Bill Pay List |
A key component of our Bill Pay Solution is our Bill Pay List. We utilize a comprehensive list to ensure that we are aware of all bills, their expected amount and due dates.
This is used to not only ensure we stay on schedule but to check against your books for any unexpected charges or expenses. |
Managing Mail |
We manage both physical/paper and online bills, ensuring they are organized and paid on time. We also upload and compile all financial documents in the cloud, providing easy access and streamlined management.
This not only allows us to enact a simplified system, but ensures that any document that is needed can be pulled up exactly when it is needed. |
QuickBooks Integration |
We integrate our Solutions with QuickBooks Online to maintain records in a consistent format. This integration allows Simply Balanced Solutions to have access to your accounts without compromising passwords and login information.
Additionally, by utilizing the same software as the rest of your financial professionals, it makes it easier to share files with Certified Public Accountants and Certified Financial Advisors as needed. |
Auto-Pay Optimization |
We also offer Auto-Pay Optimization to help streamline some bill payments. We can assist in moving key accounts to autopay, ensuring timely payments.
Additionally, we monitor accounts to ensure funds are available before each bill date, providing peace of mind and preventing missed payments or any potential overdraft fees. |
Complete Solutions that include Bill Pay |
Simply Supported
Designed as a comprehensive Solution for Older Adults Simply For A Limited Time Designed for Travelers & Transitional Responsibility needs Simply TDB Designed for busy Professionals lacking the time to manage the day-to-day. |
Additional Solutions
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Organization
Designed for getting you out of the "shoebox" and into the cloud Reconciliation Designed to keep track of all of the in's and out's of your accounts Records & Communication
Designed to keep track of and maintain all of your important records and paperwork. |
Reporting & Net Worth
Designed to keep you "in the know" of all of your spending as well as the value of your assets and debts. Taxes Designed to be your CPA's biggest helping hand. |
