Preferred
If you need a little assistance to make sure payments are on-time and accounts are monitored.
– Account Reconciliation
– Bill Payment
– Organization of Tax Documents
– Account Monitoring
– Supply Monthly Financial Reports
Preferred Plus
Offers you all of the items in the Preferred Package and helps with household staff payroll and following up with vendors.
– Preferred Package Services
– Assistance with Banking Transactions
– Resolution of Vendor Issues
– Payroll Processing
– Coordination with Tax Accountant
Preferred Premium
Our full-service package that involves coordinating with your other advisors (attorneys, accountants, etc) and dealing with all money management needs.
– Preferred Plus Services
– Liaison Services Between You & Service Providers
– Budget & Cash Flow Analysis
– Insurance Portfolio Assessment
Fiduciary Services
Preferred can act as a power of attorney, trustee, executor, and conservator. We become part of your estate settlement team, regularly communicating with your other advisors about the information they need and what needs to be done to settle an estate as efficiently as possible.
Testimonials
With sensitivity, patience, and unmatched skill, Preferred Business Management Solutions have completely reorganized and demystified seven decades worth of finances for my boss. I can sense a palpable difference in my boss’ sense of ownership over her financial affairs in just the few short months that they have worked together. It is evident that the Preferred team have instilled an invaluable sense of security for her.
Elizabeth N.
While working with Donna and her team, I was amazed by the dedication and hard work they portrayed with grace. They were able to accomplish so much with precisional speed, while including a white glove service for their clients. I was extremely impressed by the level of professionalism and dedication to security around each client. You know you are fully protected with them in your corner. I cannot recommend them enough to anyone who would utilize the full potential of their services!
Josh N.
