A Service Agreement (prices subject to change) outlines the services provided with a check-off list in Schedule A and a list outlining who PATI can disclose information to on behalf of the client as outlined in Schedule B.
PATI is bonded and insured and completely committed to client confidentiality. All client files are backed up throughout each week to ensure that client information is secure.
Financial Service Description
The financial service is designed to address the needs of the family and its need to be aware of all areas of its finances and be in control of the daily transactions as well as the long term income and expense budgeting. Through an interview session PATI captures all of the client's financial asset and liability data as of the beginning of the month. All of the bills, receipts and bank/credit card statements from the an agreed to date are collected and used as input in determining ongoing income and expenses. Through discussion with the client an annual budget is arrived at.
At this point the client must decide if they are looking for a current statement and budget or for an ongoing tracking of all their financial transactions with the potential of receiving:
This service is aimed at individuals and families. The normal turnaround is within three days for weekly updates and within two weeks for monthly updates. For small businesses we recommend a certified bookkeeper.
The asset inventory service is designed to address the needs of the family or home/small business and its need to catalogue information about all the items that they own or use. Through a photographic and interview session, PATI captures all of the client's physical assets and other important information such as names of life insurance companies and policy numbers, bank account numbers and the bank location, safe deposit box & key numbers and locations, etc.
At this time you must also decide if you want a panorama photograph of the room so that those items not itemized can be seen and remembered. This panorama can also be added to the interactive CD-ROM and used to identify items by pointing and clicking on them.
You pay for the time taken at the client's site and then once the inventory has been taken we massage the photos and populate them into a database along with all the details (Item description, location, category, serial number, model number, date of purchase, purchase price, current price, warranty details, ownership details and notes, etc.). The database sorts the information alphabetically by location, then by category and lastly by purchase price or alphabetically by item name. The purchase prices and current costs are totaled and displayed by room and in total for the full inventory and are included in the package.
This is then captured in an Adobe Acrobat™ file and a cover page and index are added. This is printed for the paper copy and then the file is modified to provide buttons to improve on-line browsing and links are created to the high quality photos. These photos are of a quality that will allow an 8 X 10 print to be made if needed. If you have selected a panorama option this is added on the CD-ROM as well.
When complete the client receives the paper copy and CD-ROM and PATI puts a backup copy of all the information in a safe deposit box at a remote site. Optional reports based on various data sorts are also available.
A brief outline of what the service covers is outlined below:
The inventory service is aimed at small or home businesses and individuals or families with homes, cottages, apartments or condominiums. The normal turn around time is two weeks or less. See the business or personal links for the detailed advantages that this service can provide.
Click on testimonials for customer comments.
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