What We Do

Financial Administration for Private Investors, Executives, and Consultants

Bill-pay & Financial Reporting

  • Bookkeeping
  • Paying monthly bills using financial or bank software
  • Preparing financial and investment reports
  • Communicate with your tax accountant and investment advisers

Personal & business administration services

  • Identifying and listing financial assets, and conducting searches of financial records for probate and divorce clients
  • Project managements
  • Establishing and maintaining systems to track information flow

Coordination with investment & tax professionals

  • Identifying tax and insurance related transactions, processing with professional advisers
  • Monitoring cash calls and other investment requirements to ensure timely compliance
  • Preparing investment instruments and compliance documents
  • Tracking tax deadlines, coordinating tax filings and tax payments
  • Estate planning coordination

Software expertise:  Intuit QuickBooks desktop or QuickBooks Online
                                      Microsoft Suite
                                      Windows and Mac platforms

Our services are individualized and tailored to your particular needs.

(925) 899 2517   betsy@privateassociates.com