01
Close & Financial Reporting
Reconciliations, month-end close, financial statement review, workpaper preparation, management reporting, and issue resolution—performed within your firm’s established process and standards.
02
Family Office & HNWI Accounting
Entity and personal accounting, cash-flow tracking, owner activity, investment and property-related schedules, bill-pay oversight, and reporting across complex private-client structures.
03
Business Management Support
Backend accounting for entertainment and business-management teams, including AP/AR, cash management, entity accounting, reconciliations, reporting, documentation, and client-specific workflows.
04
CPA & CAS Team Support
Recurring or overflow capacity for Client Accounting Services teams, including close support, controller review, cleanup, workpapers, tax-ready books, and special projects.
05
Multi-Entity & Intercompany
Entity-level reporting, intercompany activity, due-to/due-from reconciliations, owner transactions, real estate accounting, and schedules that keep complex structures organized.
06
Cleanup, Transition & Overflow
Historical cleanup, staff transitions, system conversions, backlog support, process documentation, and focused engagements that require experienced accounting judgment.