Our Services
Family office services
Reporting
Bill payment and accounting
Investment analysis
HR Services
Recurring Accounting Services
Payroll, including payroll and sales tax filings
Invoicing and collections
Financial Statement preparation
Reconciliation of key accounts
Financial Analysis and Modeling
Budget, 12 month rolling projections, projected cash flow.
Funding capacity analysis
Additional ad hoc analysis
Consulting Services
Workflow process improvement plan
Technology assessment and implementations
Compensation strategy
Benchmarking industry trends
