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Premier CFO assists affluent individuals with their daily financial needs. Partnering with a clients existing financial team, Premier CFO fills the gaps in providing more basic, daily assistance that if left unchecked can lead to difficulties and distractions in life.
With Premier CFO, each client is assigned a Financial Administrator to handle your daily financial needs such as:
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 Bill Payment
Reconciling accounts
Analyzing bills
Payment confirmation with vendors
Tax payments
Gifting
Donations
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Electronic document management
Mail forwarding (PPS manages the mail; single or multiple locations)
Vendor disputes
Tax record keeping and expense management |
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Expense
Income
Net Worth
Cash Flow
Personal loans
Tax reporting
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Foundations
Trusts
Personal Loans
Small Business
Multiple Homes
Investment Properties |
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Work with wealth manager / CPA
Concierge services
Personal projects
Identity theft monitoring
Managing Income
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Premier CFO is the ultimate in personal bookkeeping and personal CFO services. We are a national leader in our field and partner with wealth management firms and multi family offices around the country to offer Premier CFO as a value added offering to their clients. Our service differs from the competition in a number of ways:
Focus. We provide a national service targeted towards the need of consumers in the area of daily financial management.
Security. We are fully bonded and insured; require our employees pass rigorous testing and background checks. Our technology is highly secure and regularly monitored.
Nationwide. Premier CFO follows the busy lives of our clients around the world providing 24/7 access to our online system and working with clients no matter where they call home.
Service. While each client is assigned a Financial Administrator, Premier CFO clients are directed to the most highly trained and experienced in our company. They must exhibit a higher level of financial understanding and are trained to provide the highest level of personal service possible.
Sophistication. Our parent company Premier Payment Services is a national leader in developing leading edge technology and service solutions for high net worth individuals and their daily financial needs. We partner with the finest institutions and are held to high standards by our clients.
Reliability. Premier CFO never takes vacations, does not call in sick, will search for an answer if we cannot answer a question immediately and will always work with the best interest of the client in mind.
Premier CFO is the next generation personal bookkeeper. A blend of technology and attention to service matches the expectations of a fast paced clientele with ever changing needs and requirements. Premier CFO is the answer your family has been looking for.
Premier CFO services are offered as a flat monthly fee based on the needs of the client. We work with each interested party to determine what needs exist and create a package that is best for you. Once you have worked with our sales team to review and determine a package that is right for you, we assign a member of our set-up team to work with you to manage the process of transitioning to Premier CFO. From there, each client is assigned a personal bookkeeper that manages your account and becomes the daily contact for the client, no matter the issue.
Services provided by Premier CFO can vary greatly. For some clients, we simply manage their mail and/or a handful of bills to pay. For others, we manage dozens of bills for several homes as well as full monthly reports as well as a personal LLC or foundation. For the latter, we can also act as a personal financial assistant, researching and reviewing aspects of their daily finances that the client is too busy to get to themselves. Whatever the solution you seek, Premier CFO can develop a package for you.
Premier CFO is provided by Premier Payment Services (PPS), providing comprehensive bill pay solutions and daily financial assistance to consumers nationwide since 2004. At PPS, we are fully insured and bonded to protect our clients. We also work to protect client confidentiality and personal data in a variety of ways including heavily screening all employees, securely storing all electronic and physical information, 24/7 physical security of our facility as well as integrating internal auditing controls. We strive to ensure a safe operating environment to protect our clients. With our proprietary patent pending management system we are confident that Premier Personal CFO is the most secure and reliable service of its kind.
Our team currently has relationships with nearly 75 of the countries best wealth management and multi family office providers in the country including relationships with some of the worlds largest financial services providers. We can work with your existing team no matter which firm you work with or how you manage your finances.
Set up a time to talk with one of our representatives to learn more about how our services can assist with managing your family’s daily finances.
Go to www.premierpaymentservices.com
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- Our base retainer begins at $150 per month. With this you get one of our experienced personal bookkeepers assigned to your account, a set number of bills paid each month, scanned copies of your bills available online and our base monthly expense reports.
- Monthly retainer rates vary. Our sales staff can work with you to determine the starting package that is right for you.
- Each month, as your finances relax or get more time consuming, use PPS when needed and we will charge for only the time that you use. PPS charges in 15 minute increments for some services above your monthly retainer. Use PPS as you need it to help keep your financial life on track!
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