Services offered
Accounting and Tax Services - this includes monthly, quarterly or other periodic accounting functions including financial statement compilations and reviews as well as tax compliance and planning services.
Business Management - financial professionals at MyPFO handle the day-to-day financial issues of the business and allowing business owners to focus on their business (or leisure) activities. This service is ideal for managing the financial affairs of busy professionals in the entertainment industry and professional athletes. Others that can benefit from Business Management services include:
- professional practices of all sorts (e.g., legal, medical, consulting, etc.) and their owners,
- entrepreneurs with varied or multiple business endeavors,
- individuals that no longer want to deal with the tedium of monthly bill-paying, recordkeeping and related financial chores,
- anyone that travels often or splits time between two or more residences,
- surviving spouses who had not previously been the financial manager of the household,
- those needing assistance handling the financial needs of aging or incapacitated family members.
Financial Planning - MyPFO works with you to
identify your current position, future needs, goals, etc. and works with you to set up strategies for achieving your goals. This includes helping you coordinate and manage relationships with other financial professionals such as investment advisors, legal and insurance professionals, estate planners, etc. that you may already be working with.
Family Office - this is effectively a combination of all of the above services but designed for managing the financial needs of individuals and families.
New Business Consulting - MyPFO helps new or experienced business owners set up a new business. Services include entity selection, technology setup consulting, business registration and tax filings, assisting with obtaining third-party financing, financial projections, etc.
Succession Planning - many small or family-owned businesses fail to survive beyond the founding generation. Buy-Sell agreements is just one aspect of Business
Succession Planning that MyPFO will help you consider and work through to ensure the business you worked so hard to create stands the test of time.
Business Continuity Planning - with a host of threats ranging from acts of nature to a variety of accidental or intentional acts of destruction, it is vitally important that your business information, systems and processes are quickly recoverable. MyPFO works with you to identify the appropriate business sustainability and recovery levels to ensure a minimum level of down-time.
