BECAUSE OUR TEAM THINKS
OUTSIDE the BOX
TO KEEP YOU INSIDE THE LINES
THE FINANCIAL SUPPORT YOU NEED FROM THE BEST MINDS IN THE BUSINESS.

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OUTSIDE the BOX

Who We Serve

Our business partners have included large and small organizations, expanding across a wide range of industries and in multiple states. From small non-profits with annual expenses of less than $50,000 to a $53 million market cap publicly traded company and everything in between with a passionate specialization in non-profits and foundations.

The families we serve work with us as trusted advisors providing financial oversight and planning, as well as seeking guidance on matters of family wealth transfers, financial education, and philanthropy.

Below is a list of our current service areas.

Business Services

  • Managed accounting services
  • Federal cost accounting and reporting
  • Technology selection and management
  • HR, Payroll and timekeeping
  • Internal control policy implementation
  • Cash flow planning and forecasting
  • Budget creation and tracking
  • Process improvement & efficiency
  • Controller and CFO consulting
  • Board governance and coordination

Family Office Services

  • Coordination of professional relationships – legal, accounting, insurance, and investment
  • Financial planning and personal budgeting
  • Financial education for minors and adults
  • Family bill pay and bookkeeping services
  • Investment reporting aggregation
  • Oversight of real estate transactions and property/asset management.
  • Maintenance of key financial and personal documents on secure accessible servers