Personal Treasury is a specialized service allowing you the ability to outsource your bill payment and account management responsibilities. Similar to how a business employs a CFO, an accountant dedicated to you will manage and report:

• Open invoices, including payment amount and due date;
• Daily cash inflows and outflows, resulting in a current bank account balance;
• Financial forecasting and budgeting for future expenditures;
• Detailed personal financial statements, including categorization of expenses and a statement of net worth.

Personal Treasury appeals to several different types of individuals. We work with frequent travelers, executives, retirees and those who lead an active lifestyle and do not want the burdens of managing their bills and accounts.

Utilizing Personal Treasury allows you the peace of mind to know your bills are recorded and paid, and your account balances are up-to-date. All of this saves valuable free-time which can be spent with family and friends.

Please see our Personal Treasury Implementation page for an overview of how we customize the service to fit your needs.