AbramRice Financial

Business Management

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Our goal is to allow you to focus on you. Time is the most valuable commodity, so allow us to surround you with a team that helps put time back into your day.

 

We provide a variety of functions including:

 

• Cash flow management

• Financial record keeping

• Budgeting

• Tour accounting

• Risk management and attaining insurance coverage

• Tax planning & compliance

• Debt planning

• Structuring of business entities with counsel

• Contract review with counsel

• Investment review with investment professionals

• Negotiations of real estate and major asset acquisitions

• Monitoring check receipts, bill payment and much more.

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Personal CFO

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Our one of kind service equips individuals, families, or business owners with the tools to succeed in a variety of industries for the short and long-term. You are the CEO, let us crunch the numbers.

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Personal CFO functions include the following:

 

• Monthly and annual reporting

• Payroll

• Compliance

• Implementation of internal controls

• Shareholder correspondence 

• Budget and variance reporting

• Financial metrics preparation and review

• Cash flow management 

• Bookkeeping

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Tax

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Tax laws are amongst the most complex and ever changing. Our expertise allows us to properly manage the planning and preparation of your personal, corporate, and other types of returns. 

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Our specific tax focus includes: federal, state and local returns, strategic proactive planning, and compliance. 

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