We offer a unique blend of national management experience while providing the personal service of a local company.
Family Office Services for Individuals
We offer a complete range of accounting,
tax, financial and consulting services designed especially for high net worth
individuals and families. These services include:
Bill payment, banking and expense approvals
Document management and record retention
Cash flow planning and management
Financial statement preparation
Domestic employees reporting
Coordination with other advisors including investment brokers, insurance
agents and attorneys
Estate planning and asset protection
Individual federal and state income tax preparation, planning and audit
representation
Family business structure and formation
Family business tax preparation, planning and audit representation
Back Office Services for Businesses
Our services are designed to assist businesses
that have a limited internal accounting staff, or no accounting staff at all. These
services include:
Bill payment, banking and expense approvals
Bank and credit account reconciliations
Payroll processing
Maintain detailed general ledger
Financial statement preparation
Outsourced CFO Services for Businesses
Our services are designed to assist businesses
that have a limited internal accounting staff, or no accounting staff at all. We provide various
consulting services to businesses that do not have an internal CFO. These services
include:
Business structure and formation
Major asset purchases
Assist with credit applications and loan documentation
Coordination with other advisors including insurance agents and attorneys
Ready to Learn More?
If you’d like to learn how Wylie Business Management can help your business, get in touch.