▪ Bookkeeping Services 

▪ Bill Pay

▪ Investment / Brokerage Reconciliation and Consolidated Reporting

▪ Insurance Review and Negotiation

▪ Attorney and/or CPA Interface

▪ Accounting Services: Personal and Business

▪ Banking Liaison and Negotiation: Loans, LOC's, Services

▪ Personal Employees: HR, Payroll and Management

▪ ACA Compliance

▪ Debt Consolidation

▪ Estate and Tax Planning Liaison

▪ Vacation/ Multiple Home Management

▪ Agreement Negotiation: All Acquisitions, Homes, Autos, etc.

▪ Personal Medical Insurance Claims Management

▪ Private Aircraft Chartering and Management

▪ PR Coordination and Event Planning

▪ Budget Control/Business Practices Development

▪ Sales Call Interference

▪ CFO Assistance

▪ Investment / Deal Analysis and Due Diligence

▪ Charitable Foundation Liaison

▪ Legacy Planning

Pricing:

Retainer or hourly rate.