Business Consulting + Wealth Management Services
We have established a collaboration with a Top 100 accounting firm based in Los Angeles, to serve our affluent clients. Together, we have a combined experience of over 50 years of experience working with professional athletes, celebrities and a variety of media/entertainment based businesses.
Our concierge-style services include:
BUSINESS CONSULTING – PERSONALIZED STRATEGY
We have extensive experience helping clients build successful lifestyle blogs and monetizing their brand. From working with celebrity personal trainers to interior designers to life coaches, we can help you build the business of your dreams.
BUSINESS MANAGEMENT – PERSONALIZED CFO SERVICES
We have extensive experience providing business and wealth management services to high net worth individuals, their families, family businesses, and foundations. Our clients include business and entertainment executives, entrepreneurs, performance artists, sports figures, trust fund beneficiaries, and other affluent individuals.
BACK-OFFICE ACCOUNTING – BUSINESS CFO SERVICES
We have extensive experience providing companies with back-office accounting support. Our professionals provide a fully integrated approach to providing solutions, so that you can maximize your time. Our commitment is to identify pitfalls and opportunities, as well as to offer solutions to unanticipated problems. You run your business, we run your office – back office, that is.
- Outsourced Bookkeeping
- CFO/Controller Services
- Expertise on financial statements, financial reporting and forecasting/budget provider
- Ad-hoc Accounting Projects
- Chart of accounts development
- Amortization schedules
- Internal Controls – Analysis and Set Up
- Budgeting and Cashflow Projections
- On-the-Job Bookkeeper Training
- Financial Audit Preparation
- Compliance; 1099s, sales tax; business license
- QuickBooks experts
If you are interested in learning more about how we can support you, please fill out the form below and one of our team members will contact you.