Implementation of our Personal Treasury service begins with an initial meeting profile. During the profile, we will discuss the best method for conveying financial information, communication of payment expectations, and scheduling of weekly or monthly personal financial statement review sessions.

To assist you with conveying bills and other financial information to us, we can arrange to have your documents picked up and delivered to our offices via courier. As an alternative, we can set up and maintain shared access to a PO Box where all of your bills are delivered or forwarded.

Bills will be paid through on-line bill payment with the bank of your choice. We can open a new bank account funded to a predetermined level, or use an existing bank account.

Several examples of financial accounts that we monitor include:

All accountants working with our Personal Treasury clients are employees of NDH Group, Ltd. and work full-time in our Chicago office. We never outsource Personal Treasury to a third party. We value our relationships with our clients and strive to maintain confidentiality with our engagements. Several clients have found Personal Treasury to complement the individual tax services provided to them.

As a Personal Treasury client, your accounts will be reviewed on a daily basis, allowing you to call with specific questions and expect up-to-date information. You will have direct access to a dedicated accountant who knows your account. We provide a weekly statement of open bills and due dates, and assist you with budgeting for future expenditures. Our goal is to tailor our Personal Treasury service to fit you.