Ancillary

Wealth Management

Wealth management services deliver tailored financial solutions, including investment, reduce tax, estate planning, protect assets and to align with clients' goals, risk tolerance, and financial circumstances.

Payroll

Payroll services manage employee payment, wage calculations, and tax compliance, allowing businesses to streamline operations and maintain adherence to regulations efficiently.

HITRUST (Health Information Trust Alliance) Certification

The HITRUST Certification Service combines various security and privacy standards, offering organizations a tailored framework to efficiently manage their information risk and compliance requirements.

Environmental, Social & Governance (ESG) Accounting

ESG accounting services enhance transparency by helping companies report on non-financial metrics, by identifying sustainability risks and opportunities and showcasing commitment to responsible business practices.

Compensation Resources

Compensation resource services provide comprehensive support and expertise to assist companies in developing, implementing, and evaluating their compensation programs.

Information Technology Audit & Consulting

Provide expert IT audits and consulting to enhance system security, efficiency, and alignment with business objectives, helping organizations optimize performance, mitigate risks, and achieve strategic goals.

SBA 8(a) Business Development Program Consulting Services

Guides businesses through the SBA 8(a) Program, offering expertise in navigating federal contracts and enhancing growth for disadvantaged entrepreneurs.

Community Development Consulting

Community development consulting services provides comprehensive guidance, foster stakeholder partnerships and implement strategic plans to empower communities in identifying needs and achieving sustainable goals through collaborative efforts.

Association Management

Association management services provide strategic partnership, support, and expertise to help organizations increase membership, organize events, and enhance operations, ultimately aligning with leadership vision and benefiting members.

Outsourcing Advisory & Solutions

The outsourcing advisory service expertly guides organizations in assessing, selecting, and managing partnerships with service providers, ensuring effective outsourcing solutions and strategic alignment.

Real Estate Fund Administration

Fund administration services encompass comprehensive oversight of financial reporting and regulatory compliance, ensuring efficient management of resources, while facilitating transparent investor communication and robust operational support.

Family Office Solutions

Family office solutions offer personalized financial planning and wealth management, catering to high-net-worth families by navigating investments, tax strategies, and market dynamics to secure their financial future.

Outsourcing for Financial Services

Outsourcing in financial services involves external parties handling processes such as customer service, data entry, and accounting, enabling companies to reduce costs and focus on core business activities.

HR Advisory and Outsourcing

HR advisory and outsourcing services offer expert guidance to enhance HR management, identify improvement areas, and devise strategies, particularly aiding businesses lacking resources or expertise for complex HR challenges.

Outsourced IT

Outsourced IT services provide scalable solutions that adapt to business growth, ensuring companies efficiently manage evolving technological demands with minimal disruption and resource investment.

Tax Function Outsourcing

Tax function outsourcing involves delegating tax activities to external experts, enhancing compliance, reporting, planning, and consulting efficiency while reducing company costs and improving overall tax management effectiveness.