Leveraging the expertise of our wealth advisory services group, we assist many high-net-worth individuals and families with the accounting needs and administration of complex personal financial matters. We’ve got this!
Working closely with your investment advisors, family office, attorneys, and others, our transactional accounting support professionals provide:
- Clerical data entry
- Bill pay, cash receipt entry, invoicing, and check writing
- Transactional entry of all banking, credit card, and investment activity
- Intercompany reconciliation
- Accounting manager review
- Preparation of balance sheet account reconciliations
- Review of financial reporting
- Review of financial trending analysis
- Financial statement preparation
- Personal balance sheet, income, and cash flow statements
- Monthly or quarterly liaison with other professionals
The EKS&H Advantage
Our comprehensive accounting solutions team has broad experience serving individual accounting needs. By working with us, you will also benefit from collaboration with our firm’s tax, audit, and other service groups for additional support. With services including family partnerships and financial statements, we provide valuable family office accounting solutions services.