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Concise Consultants combines the latest in financial software and accounting experience when it prepares a clients account. Each client is issued an account in their name, where all the clients’ information and billing requirements are entered. Then a payment calendar is set up for that account, thus setting reminders days in advance of when the bill is due for payment. The client is issued a monthly statement reflecting the activity of that month. Each client also receives quarterly reports of their account.All client information is secured on our secured CD writing system. At year-end the client is issued a copy of the CD for their records. Concise retains all original bills for a six-month period in order to scan them into our database. The original bills are then returned to the client after the six months.The payments can be made from a separate checking account the client opens for this service giving Concise Consultants signature rights to sign checks. Or as is preferred by clients they can use our Client Disbursement Account.Depending how the billing is due and the income of the client, Concise will issue invoices to the client to make deposits to either of the accounts in order for Concise to facilitate the payments of their bills.
Our Fees...
One time account set up fee $150.00 included first months fee
there after the following apply:
$50.00 per month for up to 20 payments paid for client
$75.00 per month for up to 40 payments paid for client
$100.00 per month for up to 60 payments paid for client
Includes all cost such as preparation, postage, Concise checks, & checking account fees for Concise Client Disbursement Account.
Does not include banking fees, checks etc. if the clients own checking account is used.
A signed contract is required to perform this service.
The Contract will contain the:
1)Services that are being contracted, 2) All fees due & 3) Requirements.
A Signed Authorization Form and Credit Card information are required on file for all billing
charges that will be collected at end each month.
Any and All out of pocket expenses paid by Concise on behalf of client are billed to the client and is due in addition to any fees.
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