LAC Financial Administration
Your Finances. Organized. Managed. Simplified.
From everyday bills to account organization, LAC Tech provides personalized financial administration services designed to help individuals and small businesses stay organized, informed, and in control.
Account Administration
- Monitor checking and savings accounts with client authorization
- Organize account records and statements
- Track deposits, withdrawals, and recurring transactions
- Maintain account information and administrative records
- Assist with approved banking-related administrative tasks
Bill Payment & Management
- Organize monthly bills and payment schedules
- Track upcoming due dates
- Coordinate and schedule authorized payments
- Pay bills through institutions' approved delegation processes where permitted
- Maintain payment records, reminders, and monthly summaries
Budget & Cash Flow
- Develop personalized spending plans
- Track monthly income and expenses
- Organize savings goals
- Identify recurring expenses
- Financial organization and accountability
Financial Education
- Explain common banking products
- General educational information about saving and investing
- Help you understand financial statements
- Basic financial concepts — no personalized securities recommendations
Personalized Monthly Pricing
Financial administration should fit your needs and your budget. Every client receives a personalized monthly service quote based on income, account complexity, and the level of assistance requested. All pricing is reviewed and approved by LAC Tech before an agreement is issued.
Financial Administration
Personalized monthly pricing
- Account organization
- Bill management
- Financial administration
- Monthly activity summaries
- Personalized assistance
Financial Administration + Ledger
Personalized monthly pricing + additional Ledger fee
- Everything in Financial Administration
- Bank-linked spending insights
- Expense categorization
- Recurring payment monitoring
- Budget dashboards
- Financial reporting and analysis
The Ledger add-on carries an additional fee, quoted separately and disclosed before purchase. Ledger uses read-only bank connections, which do not authorize payment initiation or account transfers. Any payment authority must be separately established through an approved financial institution process. Learn about Ledger.
How onboarding works
- 1Explore services
- 2Request a personalized quote
- 3Discuss income, needs, and account complexity
- 4Receive and approve a written proposal
- 5Complete the service agreement
- 6Establish approved account authorization, where applicable
- 7Begin services after all required approvals
- 8Receive ongoing reports and administrative support
Safeguards & security
- You keep ownership and final control of every account.
- Access only through your bank's approved authorization or delegation process.
- A signed written service agreement is required.
- Authorization defines permitted activities, transaction limits, and approvals.
- All activity is documented and reviewable by you.
- You can revoke authorization at any time.
- We never ask for your online banking passwords.
- We never hold client deposits or route your funds through LAC Tech accounts.
- No unrestricted transfers, investment trading, or discretionary authority.
Your responsibilities: keep your contact and account information current, review the summaries we send, approve payments as required by your agreement, and tell us promptly about any changes or concerns. A service agreement alone does not grant access to any financial account.
Request your personalized quote
Tell us a little about your needs. Please do not include banking passwords, account numbers, Social Security numbers, or other sensitive credentials.
LAC Tech provides financial administration, budgeting assistance, financial organization, and general financial education. LAC Tech is not a bank, registered investment adviser, broker-dealer, or investment management firm. We do not provide individualized securities recommendations, investment portfolio management, or custody of client funds. Account administration and payment assistance are available only where appropriately authorized and legally permitted. Full disclosures · Signable agreement