Personal, Family, & Small Business Management

Specializing in managing personal and small business wealth, we’re a full-service accounting, finance, and administration department for you.

The first step to increasing wealth is proper handling of capital, income, and payment.

Next is the ability to organize the particulars of your personal, family, or small business enterprise to know where you stand at all time so that you make take advantage of opportunities for growth when they arise.

Services include:

• Periodic financial reporting statements including net worth and income statements
• Review and reconciliation of income for artists and entrepreneurs from all sources including initial pay, service income, participations, residuals, and ancillary (AR)
• Personal and business payment services (AP)
• Financial health monitoring
• Insurance assessment and service
• Cash, treasury, and liquidity management
• Credit repair and monitoring
• Property management