Preserving your wealth and protecting its future can make finding time to live the dreams your wealth brings difficult. Brian Herrington, CPA offers confidential accounting management for families and their related entities, including:
Private Investment Tracking
Manage the capital accounts and any accounting necessary for private equity investments and other private debt investments.
Personal and Entity Financial Concierge
Organize, pay and monitor personal bills.
Consolidating your financial data into financial statements to present a unified picture of your overall financial position.
Input your income and expenses from all sources to ensure a complete and accurate picture of your financial activity is captured.
Bank Account Reconciliation
Ensure the accuracy of activity in each and every bank account.
Manage the payment of household and property staff and ensure compliance with necessary rules and regulations.
Coordination with other Professionals
Upon approval and direction from client, coordinate as needed and necessary with other professionals.