We offer expertise in the areas listed below, and we work with other professionals across all industries to assist with those needs beyond our scope of service. We also use secure file uploads and downloads through an encryption service.
• Outsourced CFO Services
• Bookkeeping and accounting
• Billing and accounts receivable
• Accounts payable tracking and payment
• Quarterly and annual tax forms and reports
• Human Resource Management
• Management and supervision of financial and legal matters
• Insurance applications and review
• Trust administration for domestic and overseas trusts
• Financial and operations management and consulting (including FOCUS filings for broker dealers)
• Compliance with federal, state and local laws
• Monitoring and managing trademarks and domains
• Securities account analysis and review
• Detailed document review and revisions
• Updating corporate documents
• Legal and regulatory liaison
• Full startup and dissolution of companies
• Project management
• Company records updates
• Business process analysis and management
• Financial Consulting Services
Whether you have a one-time project or need ongoing services, give us a call and we can customize a plan for your needs. Services are billed at an hourly rate or as a flat fee. Our hourly rates range from $35 to $100 per hour, depending on the services and expertise required.
We know trust is important, so feel free to contact us for a list of references.