Personal CFO & Bill Pay Services:
At Tight Ship Advisors, our Personal CFO services serve as the operational backbone of our clients' financial world. We act as their financial control center—bringing structure, accuracy, and accountability to every moving part of their personal and family finances. From bill pay to comprehensive financial oversight, we deliver the systems and stewardship that create confidence, clarity, and peace of mind.
Bill Pay & Financial Administration
We are uniquely qualified to simplify the financial life of the individual client with our secure, white-glove bill pay service. We handle the details—from gathering and verifying invoices & expenses to payment processing and monthly reporting—so they never have to worry about missed deadlines, spending inefficiencies or duplicate payments.
Our dedicated team tracks and categorizes expenses, monitors account activity for irregularities, performs monthly reconciliations and prepares quarterly and annual summaries that keep clients & their fiduciaries fully informed and in control.
Services include:
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Bill 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
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1099 preparation and reporting
Integrated Financial Management
Everyone's financial world deserves more than coordination—it deserves command. Our Personal CFOs serve as the connective link between a client's financial, tax & legal advisors, ensuring liquidity, cash flow, and planning strategies are working in concert and achievable.
Capabilities include:
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Treasury and cash management
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Financial modeling and budgeting
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Vendor, document, and contract management
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Payroll and benefits administration
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Liaison to trusted professionals
Built for Security, Structured for Trust
Every process we run is designed around rigorous internal controls and confidentiality. With robust operational systems, secure technology, and segregated duties, we ensure your personal and financial data remain protected—while providing transparency and accountability at every step.
Focus on What Matters Most
We manage the complexity so clients can focus on life, family, and purpose. With Tight Ship Advisors as your Personal CFO, you gain a team that delivers precision, discretion, and peace of mind—ensuring your financial life runs as smoothly and securely as it should.