You dream it. We plan it.
People who call on us for business management services are not a one-size-fits-all type of client. These are the individuals, businesses, and organizations that require a unique and custom approach to their accounting, financial management, and bookkeeping.
Our nationally-recognized business managers work with high-net-worth individuals, family offices, and businesses from nearly every industry. From industry, our expert team of “straight-shooters” understands your industry and is ready to guide you to your goals.
We have been on the ground floor of countless startups – helping to keep the books compliant, streamlining the operations, and preparing companies for growth. We advise these clients on entity type and finance function; we offer comprehensive bookkeeping services and can serve as an external CFO.
We’ve even walked the industry professionals; we help the clients “live their best life” with financial responsibility – planning, budgeting, forecasting, assisting with developing their brand.
WE HELP OUR CLIENTS LEAD THE LIVES THEY DESIRE
FINANCIAL & LIFESTYLE PLANNING
Financial & Lifestyle Planning is about just that – your lifestyle. We work with you to establish your short- and long-term goals and then map out a customized strategy to get you there. These strategies can cover:
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Expenses
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Insurance
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Real Estate Purchases
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Investment Opportunities
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Monthly Payroll
TAX & BOOKKEEPING
Our business managers offer tax and bookkeeping services that address each client’s unique financial, lifestyle, and professional concerns – including, but not limited to recording monthly cash-flow, managing contractual and financial arrangements and developing forward-thinking tax strategies.
Our approach can integrate all facets of our clients’ lives, including past, present, and future projects, family obligations, wealth creation goals, local and state tax liabilities
INVESTMENT ADMINISTRATION
Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.
These services include reviewing investment reports, determining if current allocations meet expressed investment goals, and identifying possible duplicative strategies that create inefficiencies and potential additional risk.
PAYROLL
We focus on providing our clients with payroll reports generation that do more than just satisfy the requirements of the Employee, they help employer fulfill their goals.
STRATEGIC BUSINESS PLANNING
Since no two projects, companies (or their owners) are identical, we customize strategies to your unique requirements.
We support businesses and projects, at every growth stage, by developing collaborative, results-focused strategies that improve performance and achieve organizational goals. We can help you capitalize on your organization’s strengths, integrate technology to improve processes, determine how best to allocate resources, assist with your business expansion into new markets, and advise on succession planning.
FINANCIAL STATEMENTS
We have earned a reputation for efficient, cost-effective financial statement audits, reviews, compilations, and preparation services. Each engagement is tailored to your operations, and many of our clients find that our services deliver additional value. Our expert analyses and practical advice help you improve internal processes, and our knowledge of your industry and organization ensure a smooth engagement.