Choose from Three Options
- $55 for one month of standard daily money-management service (a $115 value)
Included with this option is a bill-pay valet that will meet with clients to pick up bills and medical and insurance claims, payment processing of all bills, a checking account (optional), an account-activity statement, and a secure online portal to check account activity.
- $79 for one month of executive daily money-management service (a $165 value)
This level includes everything in the standard level, plus an additional visit from the bill-pay valet, a monthly subscription to Lifelock, and a tax organizer either online or in printed form to make tax preparation easier.
- $139 for one month of premium daily money-management service (a $280 value)<p>
This level includes everything in the prior levels, plus two additional visits from the bill-pay valet, an upgraded subscription to Lifelock Ultimate, access to senior travel services, a tax assessment, and two senior-advisor consultations with an in-house CPA.
Bill Pay Valet
Elliot Gurian established his accounting practice more than 35 years ago, before there was such a thing as computer bookkeeping and before dollar signs were used in people's names. He's kept up with the times. He now offers a secure online portal where clients can review their account activity any time of day from anywhere in the world. Bill Pay Valet offers a monthly meeting that assists customers with their bills, medical and insurance claims, and other payments.