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