office (801) 747-9740
fax (801) 999-4435

Services

  • Bookkeeping and accounting
  • Payroll
  • Billing and accounts receivable
  • Accounts payable tracking and payment
  • Annual tax forms and reports
  • 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
  • Branch audits
  • Broker dealer registrations and amendments
  • Legal and regulatory liaison
  • Full startup and dissolution of companies
  • Project management
  • Human resource management

Whether you have a one-time project or a need for ongoing services, give us a call and we can customize a plan that fits with your needs.  We bill $15 to $75 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.