Family Office Services

Accounting, administrative and information management services are essential to the smooth running of any family office with complicated finances & investments.

At JKCPA, we support your accounting and financial functions by providing you the experience, expertise and resources of a CFO, at a fraction of the cost of hiring full-time. Your Virtual CFO will oversee your business’ financial operations and collaborate with external advisors, to align with your personal and professional goals.

What's Included

Services provided include:

  • Full-cycle bookkeeping

  • Financial reporting & analysis

  • Budgeting + Cash Flow forecasts

  • Discussions around growth and strategy

  • Software integration and systems implementation

  • Full access to your Virtual CFO with guaranteed 24-hour response time

We are able to simplify even the most complex matters, providing tailored information which leads to long-term understanding and prosperity.

All Family Office engagements are “all-inclusive”. With every client, an initial onboarding process will be completed that includes an in-depth review of your business’ current financial position, reporting requirements and practices in place, and all required software and systems implementation.  With virtual access to your office’s accounting platform, roles and responsibilities can be allocated among constituents to enable family members, management, external advisors and staff members to work in a more strategic and cohesive fashion.

 

We act as a trusted advisor and partner in this process, carefully listening and offering appropriate advice while assisting you in executing the strategies that help you achieve your objectives.