Our Services

bookkeeping and financial operations services

We can pepare and send invoices, perform bank, credit card, and loan account reconciliations to verify all cash movements are correct, record customer billing and payments, pay vendors, create and review cash flows, profit and loss statements, and other financial reporting.   These services can be done on a daily, weekly, or monthly basis depending on your needs.  

Personal Assistance

We handle incoming and outgoing correspondence, organize meetings and calendars, make travel arrangements, liaise with clients, design organizational solutions for business, financial and household records, plan social events ranging from intimate dinner parties to large formal affairs. We can also coordinate with caterers, florists, decorators, entertainers, servers and other vendors to ensure alignment with client specifications and seamless execution of events. 

Cash flow expense planning

We are able to design an effective budget for your company or family by evaluating your expenses and income streams.  This can include analyzing financial information (e.g. revenues, expenditures and cash management) to ensure all operations are within budget and reviewing on a monthly or quarterly basis.  

administrative services and office management

We can oversee all office operations.  This includes managing schedules, planning meetings and events, maintaining office budget, assisting with Human Resources duties, and controlling inventory and office supplies.