assist with those needs beyond our scope of service. No matter your situation, you are in good hands.
• 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 start-up and dissolution of companies
• Project management
• Human resource management
• Company clean-up
• Business process analysis and management
• Webpage design and maintenance
• Blog creation and maintenance
• Social media branding, marketing, advertising, and management
• Traditional marketing and advertising
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 estimate. Our hourly rates ranged from $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.
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