Bill Paying & Bookkeeping

Track payables and receivables
Process invoices and payments in a timely and accurate manner
Bank and credit card reconciliations
Banking deposits
Create and maintain monthly financial reports
Preparation of tax related information

Orchid Island Management Group’s virtual Bill Paying and Bookkeeping meets the administrative needs of individuals, families, and business owners globally as well as in Vero Beach.

Our services are designed to co-exist with your professional network including wealth managers, advisors, other family offices, CPA’s, and estate and tax attorneys.

Virtual bill paying and bookkeeping services are available to support clients remotely
Cost-effective means of consolidating bill paying into a streamlined and efficient process
Family Office administration services manage personal day-to-day finances including bill paying, household budgeting, and banking, freeing up time to enjoy other endeavors

Client Profiles

Trust Client, Miami Beach, FL, Chicago, IL, France

Outsourced administrative family office services for former executive and entrepreneur. Prepare household budgets, pay all operating expenses including multiple residences. Cash management and distribution for personal finances and investments and household expenditures. Liaison with accountants, wealth managers and tax advisors.

New York, NY, Jupiter, FL, New Hampshire

Outsourced administrative family office services for family with multiple residents. Oversee day to day expenses, prepare household budgets, pay all operating expenses for multiple residences. Cash management for personal and household expenditures. Liaison with accountants, wealth managers and estate attorneys.

Trust Client, Toronto, Canada, Cape Cod, MA

Day-to-day management of assets & distributions for Irrevocable Trust. Communicate with wealth managers to review investment performance. Provide periodic financial reports of receipts and expenditures to trustees. Prepare annual budgets. Cash management. Bill paying and liaison with local property managers and service providers.