As a trusted business partner to our clients, we frequently provide back office administrative services. By outsourcing this function, our clients achieve significant cost reductions by eliminating office space and full time administrative personnel. In addition, high net worth individuals utilize many of these services as a home office.

Service offerings:

• Corporate
  • Bill paying
  • Bookkeeping
  • Banking (including credit card management)
  • Employee expense report review and credit card reconciliation
  • Payroll liason with outside payroll service
  • Vendor issue resolution

• Personal home office
  • Bill paying
  • Bookkeeping
  • Banking (including reconciliations)
  • Vendor issue resolution