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services offered 

Outsource CFO Services

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  • Business Structuring spearheading new initiatives

  • Create custom financial models

  • Budget for future growth

  • Explore cost saving measures and reduce expenses

  • Growth business planning

  • Explore new acquisitions

  • Facilitate bank or equity financing investments

  • Set-up financial reporting systems

  • Tackle regulator compliance

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Bookkeeping Services

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  • Bank account management

  • Bill payment

  • Brokerage reconciliations

  • Budgeting

  • Cash flow

  • Household financial activities

  • Investment recording and Asset reporting

  • Preparing financial statements

  • Payroll and payroll taxes

Athlete Services

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  • Financial Planning

  • Review monthly finances 

  • Monthly bookkeeping and accounting assistance

  • Review Contract/Bonus guarantee

  • Advice on prospective investments​

  • Focus on Off-Season planning

  • Advise on Marketing/Branding strategies

  • Retirement insurance planning 

  • Provide guidance with athlete transitions

Accounting Services

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  • Foundations, Charities, and Trust

  • Financial Management

  • Forensic Accounting

  • Accounting system and Entity selection setup

  • Cost accounting

  • Internal controls

  • Ownership structuring for Investors

  • State & Local tax filings

  • Tax planning, preparation, and compliance

Change in Life Services

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  • Appointed legal guardian or trustee of estate​

  • Setting up an estate or trust​​

  • Handling new financial responsibilities

  • Organize and handle insurance claims

  • Understanding the estate or trust

  • Organized and set up payments for unexpected bills 

  • Create functional bookkeeping structure

  • Assist with monthly bookkeeping

  • Advise in any financial investment opportunities

  • Review all contracts/wills 

Life Easing Services

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  • Bill payment management

  • Credit report monitoring

  • Document and record management

  • Credit report monitoring​

  • Insurance filing

  • ​Assistance with domestic staffing

  • Employee benefits

  • Reminder Services: events, drivers license expiration, passport renewals, birthdays, household appointments for service calls and maintenance

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