© 2019 by Vested Client Services, LLC.

Tier 2: Expense Management.

Expense Management provides optimized tax benefits, improved or protected credit, optimization in your resource allocation & protection of long-term financial goals.

  1. Budget tracking

  2. Cash flow analysis & projections

  3. Expenses monitored, paid & categorized

  4. Invoice receipt management & storage

  5. Vendor communication to ensure good standing & no billing anomalies.

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