back to top

Service: Bill Paying and Expense Reporting

Bill Paying and Expense Reporting

Let JDJ take this time-consuming task off your hands. We sort, evaluate, and pay any bills you designate, keeping you informed throughout with personalized reporting. We can even arrange for bills to be sent directly to our office, reducing the amount of mail you receive at home. In addition, we itemize your tax deductible expenses and provide this information to your tax advisor. One of our most widely utilized service areas, Bill Paying and Expense Reporting includes:

  • Payment of bills and bank statement reconciliation
  • Customized expense reporting
  • Tax deduction itemization
  • Payroll administration
  • Customized approval policies and procedures
  • Dispute resolution and invoice negotiation
  • Evaluation of service providers and vendors
  • Mail management, sorting and filing
  • Filing of medical claims and monitoring of insurance reimbursements
  • Paperless records management

Contact Us


Questions? Contact us to learn how JDJ can make a difference in your life.

Awards


© 2017 JDJ Family Office Services. All Rights Reserved.
Site design & development: Zoocru