1-866-805-6312
Agriculture Industry

Family Office Services


Regarding your family office, are you getting useful information from your accountant to keep it running at peak efficiency? What is your cash flow position? Are you in compliance with federal, state, and local regulatory agencies?

At BPM, we have the answers to all these questions and more. We evaluate the needs of new and established family offices, then provide solutions to maximize the efficiency of their financial reporting systems. These services apply to individual and family offices of all sizes and range in complexity, from augmenting in-house financial staff to functioning as interim staff. Overall, our goal is to develop and meet your family's financial reporting requirements while maximizing your existing resources.

The services we offer include:

  • Outsourced accounting services
  • Tax preparation and planning services
  • Quarterly and annual compliance reporting
  • Internal control analysis
  • Payroll, sales tax, and property tax reparation
  • Accounting staff training
  • Forecast modeling and cash flow management
  • Design and implementation of Client Managed Accounting Systems

 

 

Protecting Your Company
Against Fraud

It's up to management, and its consistent practices, to reduce the risk of fraud.

Tips for Adopting FIN 48

FIN 48 is about playing defense-by following these recommendations, you can save your company valuable time and money.

Helping You Meet Your
Obligations Under ERISA

As a retirement plan sponsor, you need to be aware of your day-to-day responsibilities in administering your Plan.

 
connect with us: Google+ LinkedIn Facebook Twitter