Our Specialties

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.

Our Specialties

Family Office Services for Individuals

Back Office Services for Businesses

Outsourced CFO Services for Businesses

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Our Locations

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