PAB-A
Pamela A Brewer & Associates
You get
a personal
Bookkeeper to
help manage
your finances!
We Provide
regular financial
chores related to
expense tracking,
budgeting,
bill pay
Everything You need
in one place
to put your finances
in order
PFS - Personal Finance Services
Custom Reporting
Login at anytime and learn where your money is being spent. View detailed spending reports as well as budget to actual reports to keep you on top of spending.
Budgeting and Custom Reporting
$59 per month
- Personalized Account Setup
- Categorization of Spending
- Customized Spending and Budgeting
- includes 50 trans per month
- .80 cents per trans over 50
Bill Pay
Your personal advisor
will assist with receiving,
reviewing and paying all of your monthly bills.
With PFS, your advisor is there to ensure bills are reviewed and paid on time.
File Cabinet
Filing & Document Organization
(the ability to organize and store important documents online.)
Your advisor will prepare a set of custom file folders for you and can organize reports and important documents securely online. From there, share documents and reports with a trusted financial advisor for free!
Tired of tracking down bills?
Worried about missing payments?
Stressed Out over not knowing where your money goes?
Our personalized financial service provides an affordable service where you can have your financial chores managed for you by a professional who will spend the time organizing your account to your specific needs and ensure you have the information available to make more informed financial decisions.
All your accounts in One Place
All your bills in One Place
Bank Level Security
We Manage your Financial Chores For You
Spending Reports Show Where Your Money Is
Budget Reports Keep Your Finances On Track
Budgeting and Custom Reportingwith Bill Pay
$95 per month
- Includes all of the features of Budgeting and Custom Reporting
- File, Track & pay 12 monthly bills
"a web-based personal finance tool that is supported by a living, breathing person”
“an alternative to do-it-yourself personal finance software"