Family Office Bookkeeping and Financial Services

Having a high net worth is a wonderful thing, but for a family, managing that money can be complicated and time-consuming. Greater Boston Bookkeeping works with high net worth individuals and family offices to help relieve them of the numerous tasks associated with managing their wealth. Think of us as your own private CFO, ready to handle everything from day-to-day family office accounting to establishing a payroll system for service providers.

Simplify your Life with Family Office Financial Services

Our goal is to simplify your life by helping set up a family office that functions smoothly and consistently. We'll start out by reviewing your current family office finances, looking for ways to improve efficiency and streamline workflow using the latest technology, accounting methods, and expertise.

As your trusted advisor on an ongoing basis, we'll focus on the details without losing sight of your big-picture financial goals.

Our flexible menu of family office financial services includes:

Designing an organizational structure for the family office
Determining resources needed to make the office function smoothly
Setting up general ledgers and subsidiary accounting ledgers
Choosing and setting up financial management technology, such as Quicken
Creating policies, procedures and internal controls, and putting them into place
Creating filing systems
Developing budgets and cash flow projections for the family office
Paying bills, accounting, and financial statement preparation
Processing payroll and preparing payroll tax returns and annual Forms W-2 for personal employees

Every family office is different, and we make every effort to provide the mix of financial services each one needs.

Maintaining the Privacy of Your Family Office

At Greater Boston Bookkeeping we understand that your privacy is paramount. We take the privacy of our clients very seriously, and want to make sure that our family office clients understand that their information will be kept in the strictest confidence. Whatever your requirements for privacy outside and inside the family, we're ready to comply.