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The Fiscal Concierge
- 2. CRANKSHAFT April 23, 2008
- 3. History A news article The Wall Street Journal caught our attention. It was an extensive article on the work done by daily money managers. The article referred to an organization called, American Association of Daily Money Managers (AADMM). Through this website, it was determined that daily money management is a new niche market that is currently handled on a very small scale, usually by individuals working out of their homes. Currently, there are no other bill payment companies in the United States offering the services of The Fiscal Concierge .
- 4. Mission Statement It is the mission of The Fiscal Concierge to provide the highest level of personal bill paying services, peace of mind, and security. We wish to establish a successful partnership with our clients that respect the interests and goals of each party. Our goal is to make certain the bills are paid on time with a commitment to excellence and integrity. Our vision is to have The Fiscal Concierge recognized as a national leader in bill paying in the communities we serve through excellent customer service and superior quality.
- 10. The Market Client Retention Value Added Service Exclusive Product Increased Revenues
- 22. Workflow ACH Client Fiscon ACH Processor Vendor’s Bank Vendor
- 27. Live your life. . . we’ll pay the bills Bonnie Lee The Fiscal Concierge, LLC Your Personal Bill Paying Service 262-632-8455 l 262-909-8344 [email_address] www.thefiscon.com
Notas do Editor
- King Fisher Syndicate
- Benefits of AADMM: The credibility that comes from affiliation with a nationally recognized professional association Marketing Tips Code of Ethics Access to resources Listing in website DMM locator & the online membership directory Access to the Association logo for printed materials Referrals in response to inquiries based on geographic area Benefits of BBB: BBB is an unbiased organization that sets and upholds high standards for fair and honest business behavior. Businesses that earn BBB accredited business status contractually agree and adhere to the organization’s high standards of ethical business behavior. BBB provides objective advice, free Business Reliability Reports and charity Wise Giving Reports, and educational information on topics affecting marketplace trust. To further promote trust, BBB also offers complaint and dispute resolution support for consumers and businesses when there is difference in viewpoints. The first BBB was founded in 1912. Today, 128 BBBs serve communities across the U.S. and Canada, evaluating and monitoring more than 3 million local and national businesses and charities.
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- 6264393 Source: Family Caregiver Alliance – National Center on Caregiving
- 8820478 Financial Planners & advisors must be independent, not captive (such as Merrill Lynch, etc) Accountants/CPAs – not just tax, but maintain consulting business P&C – Independent, not captive (such as American Family, State Farm, Etc) Trust Companies – We perform the bill paying service much more economically than they do internally. Funeral homes – Service that other funeral homes do not have. Spokes: Start at top, move clockwise, finish in middle Exclusive product – Value added service – Client retention – Increased revenues
- 439970 Financial Planners & advisors must be independent, not captive (such as Merrill Lynch, etc) Accountants/CPAs – not just tax, but maintain consulting business P&C – Independent, not captive (such as American Family, State Farm, Etc) Trust Companies – We perform the bill paying service much more economically than they do internally. Funeral homes – Service that other funeral homes do not have. Spokes: Start at top, move clockwise, finish in middle Exclusive product – Value added service – Client retention – Increased revenues
- 2759833 Financial Planners & advisors must be independent, not captive (such as Merrill Lynch, etc) Accountants/CPAs – not just tax, but maintain consulting business P&C – Independent, not captive (such as American Family, State Farm, Etc) Trust Companies – We perform the bill paying service much more economically than they do internally. Funeral homes – Service that other funeral homes do not have. Spokes: Start at top, move clockwise, finish in middle Exclusive product – Value added service – Client retention – Increased revenues
- 1212243
- 10529828
- 9273448 Bills come directly to us. Bill copies sent at the end of the month. Unauthorized charges can still be disputed. Still keep local bank account and checkbook. FCC does not accept Power of Attorney under any circumstances. Paper statements, copy of bills, and year-end summary to make tax planning easier. Flat fee regardless of number of bills. M3 – Hartford, Axis, & Executive Human answers telephone.
- 9134940 or 10474360
- 10550898 Statistics taken from Internet.
- 8432629 Paperless transactions – Pay It Green Alliance Saves $100/yr for cost of postage & check stock Switching to electronic bills, statements & payments saves the following resources for the average American Household in one year: 6.6 pounds of paper 171 pounds of greenhouse gases. 6.3 gallons of water 4.5 gallons of gasoline
- 2812848 Our proprietary business method reduces NSF occurrence.
- 9080641 Software written by I/O Technologies of Germantown WI. Thin client units: No internet access No emails No export, or cut & paste capabilities
- 5502090 Network setup and maintained by CTT, Inc.
- 7335997
- 5656672
- 10949150