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Tight Ship Personal CFO™ & Bill Pay Services
Bill Pay & Financial Administration
Tight Ship’s Personal CFO services serve as the operational backbone of our clients' financial world.
Their dedicated Tight Ship Bookkeeper pilots their financial control center—bringing structure, accuracy, and accountability to every moving part of their personal and family finances. Additionally, Tight Ship fosters a flow
of information & reporting on held away assets & spending that is essential to effectuating achievable investment strategy.
From bill pay, reconciliation to comprehensive financial oversight, we deliver the systems and stewardship that create confidence, clarity, and
peace of mind.
Services Include:
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Client & advisor accessible SOC 2–certified platforms that meet rigorous cybersecurity and testing standards
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Personalized bill pay and expense management
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Approval workflow and payment execution
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Account monitoring for accuracy and fraud prevention
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Expense tracking and categorization
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Monthly and quarterly reconciliation & reporting for tax optimization
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1099 preparation and reporting
Rewards Optimization
We stand by financial oversight that delivers the highest level of efficiency to our client's financial landscape and that means making sure every dollar is working to its fullest potential.
With our Rewards Optimization expertise, Tight Ship will craft a payment method strategy that aligns to the client's specific cash flow that will maximize their ability to earn cash back or points.
Whether the goal is to essentially delete a line item from the budget with statement credits or take a once in a lifetime journey entirely on points, Tight Ship knows the ins and outs to enhance all aspects of our client's lifestyle.
