9903 Santa Monica Boulevard #302, Beverly Hills, California 90212, United States
Contact Us: (310) 770-8018
Welcome
We collaborate and work with CPAs, CFPs, Corporate Trustees, Wealth Managers, Corporate.
with CPAs, CFPs, Corporate Trustees, Wealth Managers, Corporate and Estate Planning Attorneys as a freelance Chief Financial Officer for their business clients by tracking cash flow, providing financial planning as well as analyzing the company's financial strengths and weaknesses and proposing corrective actions.
Services:
- Identify opportunities to scale client’s business and prepare for Sale
- Solve client’s problems
- Coordinate business, real estate and investment transactions to match client’s goals
- Fund Retirement Plans
- Purchasing, Selling and Managing Real Estate Investments
- Business Brokering services – largest sale of date $30 million
- Full Charge Bookkeeping services
- Assisting with Trust Administration services including Estate Sales of all Property Types
- Assisting with Probate Administration services including acting as Personal Representative/Administrator
WE ARE PROUD TO BE A VETERAN-OWNED COMPANY!
