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Business Management 

Business Management

We handle all aspects of your day-to-day business and personal transactions. Our firm offers comprehensive tax, accounting, and business management services for everyone, from individuals to corporations, and entertainers to professionals.

Our services ensure that your financial, business, and personal matters run smoothly. With us managing key financial areas like taxes, insurance, real estate, and banking, you can rest assured that everything is in order. We even take care of routine tasks such as bill payments and collecting and depositing earnings.

Whether you're a small business owner or simply a busy individual, our CPA firm can meet your financial needs and make your life easier.

 

Our business management services include, but are not limited to:

  • Providing personal and business bookkeeping using accounting software

  • Paying all your bills

  • Making bank deposits

  • Preparing monthly bank reconciliations

  • Maintaining a general ledger

  • Monitoring monthly cash flows

  • Preparing and analyzing personal spending

  • Assisting with cash management, budgeting, and financial planning

  • Coordinating payments to independent contractors and preparing 1099s

  • Managing payroll for your household and business staff

  • Distributing trust funds

  • Facilitating ATM cards

  • Handling mortgages, lines of credit, overdraft protection, and business loans, as well as preparing loan documents and coordinating loan requirements with lenders

  • Assisting with retirement planning

  • Managing any and all banking needs

  • Preparing estate plans

  • Preparing financial statements

  • Preparing individual and business tax returns, including tax projections

  • Reviewing contracts

  • Handling insurance reviews, assessing overall coverage, and obtaining additional insurance if needed (including umbrella, life, auto, business, homeowner’s, etc.)

  • Collaborating with investment advisors, bankers, insurance agents, mortgage brokers, real estate agents, and other service providers to deliver the business management services you need

 

With us as your business managers, you'll save both time and money, making your personal finances or business run more efficiently than ever. We work closely with you and our service providers to ensure you get exactly what you need, when you need it. Please call or email our office today for more information on how our services can benefit you.

Personal CFO

Our approach to business management is to act as a personal CFO, offering concierge-style, sophisticated services tailored to meet the unique and complex needs of our clients. We help some of America’s most enterprising and successful individuals and families define the lives they choose to live. SEQ Tax's CPAs and associates provide our clients with the expertise to protect and grow their wealth, while equipping them with the tools necessary for both short- and long-term success.

We serve actors, professional athletes, musicians, producers, directors, writers, and executives in the entertainment industry, as well as corporate executives, business owners, and high-net-worth individuals in a wide range of industries across the United States.

SEQ Tax's CPAs and associates provides creative, calculated, and confident solutions based on solid planning and disciplined execution—all of which are fully and transparently accountable to our clients. We dedicate a team of seasoned business management professionals to each client, led by a partner at SEQ Tax's CPAs & Associates with decades of success in the industry.

Our business management team is ready to provide tailored solutions so that each client is financially secure to pursue their chosen path. We call it . . . LIFE DEFINED.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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