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.
Tight Ship is the connective tissue that most family offices and wealth teams are missing—but can’t afford to overlook. Our service matrix doesn’t replace your expertise; it amplifies it by ensuring every advisor, strategy, and decision is fully aligned and working in concert.
The result is a level of coordination, insight, and
personalization that’s difficult to replicate internally—elevating your client experience into a truly integrated, Personal CFO™ model.
Expertise & Personalization that goes beyond basic bookkeeping
Cash Flow Management
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Personal CFO™ / Bill payment & bookkeeping services
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Monthly account reconciliation
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Cash flow monitoring
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Household & family office payroll management
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Cash flow efficiency - including Rewards Optimization
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Collection of financial & tax documentation for tax support
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Budget & cash flow modeling for healthcare & lifestyle
Estate & Legal Admin
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Coordinate annual gifts & charitable giving
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Regular review of estate & personal documentation
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Estate admin including shutdown services
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Strategy coordination of legal and financial advisors
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Filing & activation of legal documentation
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Vital documentation & record keeping
Personal Support
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Personalized review of coverage - home, health (including
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Medicare), life, auto & liability
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Healthcare navigation, support & advisory
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Household management including vendor oversight
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Move management
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Travel booking & coordination
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PT/FT executive assistance
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Educational consulting
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Personal agent services
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.
