Business services include Bookkeeping, Accounts Receivable, Financial Statements, Invoicing & Payroll.

Bookkeeping:

  • Accounts payable, invoicing, accounts receivable and collections. Online bill pay banking or traditional check processing, deposits, wire transfers and bank reconciliations.

Payroll:

  • Coordination of activities with payroll service provider that includes recording payroll taxes and benefits to cost centers, quarterly / annual tax reporting, workers compensation coverage and related activities. 

Monthly/Annual Accounting Assistance:

  • Preparation of financial statements, performance reports, cash flow analysis and budgeting.

Private Wealth / Home Office:

  • We offer an outsourced solution to managing the financial side of an affluent individual or family.  Addressing the challenges through cooperation and development of interpersonal relationships, providing resources that align with shared values.

Comprehensive Planning Assistance:

  • Collaborate with your financial advisors, attorneys and accountants to be sure everyone is informed, involved, and on the same page. Ensuring that your vision and values drive every decision we make together.

Coordination of Activities with Accounting Firm:

  • Tax planning, documentation for tax return preparation, gift tax returns and estimated tax payments.

Coordination of Activities with Attorney / Legal Firm:

  • Estate planning, wealth management, trust evaluation, LLC organization, and general legal matters and contracts.

Commercial / Residential Property Management:

  • Review and maintain proper lease agreements with assistance from legal counsel, rent and receivable collection, prepare and maintain Common Area Maintenance (CAM) expenses for triple (NNN) leases, schedule and track routine maintenance and repairs. Oversee property security systems and camera installations.

Risk Management / Insurance Policy Coverage:

  • Align insurance portfolios with personal and business assets, including health, disability, life, property and casualty, professional liability. Maintain proper coverage for high value homes / multiple properties, autos, recreational vehicles, watercrafts, artwork, jewelry and collectibles. 

Health Insurance Claims Assistance / Medical Billing:

  • Track, organize and file medical claims, dispute claim denials and prepare health insurance appeals. Negotiate charges for non-covered services, competitive plan shopping for the best policy to meet client’s needs and reduce expenses.

Executive Assistance & Organization:

  • Day-to-day details and coordination – mail processing, phone calls, appointment scheduling, errands, travel arrangements. Organization and maintenance of family documents in a secure portal.  

Event & Meeting Planning:

  • Agenda and itinerary preparation, activities, venue, hotel and restaurant reservations. 

Management & Oversight of Household Employees:

  • Housekeepers, property maintenance, caregivers, etc.

Special Project Coordination & Assistance:

  • Artwork and special collections (ex. books / records), inventory, organization, and proper storage. Collaborate with appraisal experts, museums, institutions and galleries for end goal results.