Personal CFO, Business Manager

Our approach is to be act as a personal CFO to meet the needs of our unique clients. We help individuals define the lives they choose to live. We provide the expertise to protect what they have earned. We have served actors, musicians, professional athletes, high profile businesses.

Bill Pay & Revenue Collection

 

We ensure that your revenues are collected and we pay all your personal and business bills on time & find ways to cut costs.

Bookkeeping and Accounting

 

We use cutting edge software for keeping accurate records of your financial transactions..

Payroll & Staff Management

 

We process payroll & payroll tax returns for both households and businesses. We handle all payroll taxes & compliance issues..

Risk Management

 

Coordinate with insurance brokers to ensure that risks are minimized and protect and liabilities are insured..

Tax Compliances

 

Prepare federal , state , corporate, payroll, and sales tax returns. Deal with audits and compliance issues.

Investments

 

We coordinate and supervise your financial advisors and your portfolio & miscellaneous investments.