Services Overview

A level of service that fits your needs.

Our professionals maintain long-term working relationships with our customers which, in many cases, go back decades. These relationships allow us to offer an unparalleled level of personalized service and detailed financial history. Whether the goal is to alleviate an already hectic schedule, or to make important decisions about financial planning and retirement, giving money to charity, or simply having better financial control, we can help you.

Bill Payment

You just returned from a 10-day business trip. You’re exhausted, jet-lagged and very glad to be home…

Personal Bookkeeping

You’re preparing for another meeting with your financial advisors. This time they want to do some financial projections…

Concierge Services

In addition to bill payment and bookkeeping, there are other financial tasks which often have to be dealt with…


Bill payment is much more than just paying bills.

I began this business with a friend, Norb Janis, in his basement in New Canaan Connecticut in 1987. Our intention from the beginning was to provide a new kind of financial service — bill payment and personal bookkeeping for busy individuals. People told us we were crazy — there was no need. Over the intervening years we have proved them wrong, with a business presently serving over 150 busy families around the US and overseas, with a throughput of over $450 million per year. I hope you will find the information in this site informative, and perhaps useful. We would like to hear from you.

Bill Farren, President