Consulting Services

Our firm provides services designed to help our clients operate their business in a profitable efficient manner. Our consulting services include:

Family Office

Our team of professionals can assist your family manage its day to day affairs. Our services include:

  • Bill paying and cash flow management
  • Bookkeeping and bank account reconciliation
  • Budgeting
  • Document management
  • Tax Compliance


QuickBooks Consulting

Our services include company setup, reconciliation of accounts, integrating online banking, setting up accounts payable, payroll, inventory modules as well as producing custom reports.