Your business. Reimagined.
Accounting & Treasury Services
Providing a full-service bookkeeping experience and general ledger maintenance, combined with bill-pay, cash management, monthly closes, and account reconciliations.
CFO Services
Facilitating payroll, developing processes and procedures to coordinate with internal staff, credit card and line of credit maintenance, budget and modeling projections, cash inflow and outflow reconciliation, and providing financial statement data to external parties.
Family Office Reporting
Delivering cohesive global reporting for the family office structure, as well as individual entity reporting, beneficiary reporting and projections.
Tax and Transaction Services
Preparation of Federal, State, and Local tax filings as necessary for each entity, preparation and issuance of all 1099s, ongoing tax planning on a transaction-by-transaction basis, and structuring consulting for long-term planning purposes.
