ncCPAp on the GO!

Bill payment/ "Family Office"

  • 1.  Bill payment/ "Family Office"

    Posted 9 days ago
    Does anyone pay bills for clients and have an engagement letter that they would be willing to share?  I have a (individual ) client that would like me to have the authority to pay household bills and I have not been able to obtain an appropriate letter.  I have contacted my insurance carrier who advised to use a general bookkeeping letter.  However the bookkeeping letter is for a business where management approves everything and that would not be applicable.   Thank you very much.

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    Lori Di Marco
    LORI DI MARCO, CPA, PLLC
    Sayville NY
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