Services

PRACTICAL ACCOUNTING AND FINANCIAL MANAGEMENT

C-Level Leadership and Management

Estate / Financial Planning

Retirement planning - investment allocation, investment choice

Portfolio and asset management

Tax planning

Cashflow Management

Basic Accounting Clean-up / creation of a useful general ledger

Accounting Software Implementations

Audit Preparation

Short, medium, and long-term oversight at departmental level

Accounting team placement / hiring

Board presentations

Investor decks

Federal, State, and Local tax coordination / tax returns

Payroll

General Ledger maintenance

Monthly / Annual close - journal entries, bank reconciliations, financial statements

Corporate retirement plans (401(k), 403(b), etc)

Medical / Dental insurance coverage negotiations,

Human Resources support.

Insurance and risk management

Facilitator of family discussions on money issues, budgeting.

Collections