Effective financial planning often requires an experienced team of financial administrators that know precisely what it takes to deliver the desired results on a case-by-case basis.
Family Office Solutions
Focal Point Bookkeeping specializes in providing family offices with personalized financial services that specifically cater to their unique needs. Adhering to the terms set by your financial advisors and attorneys, we offer a range of services including:
Investment Tracking & Reporting
Bill Pay
(including automated electronic bill payments)
Accounting Administration
Compliance & Regulatory Assistance
The Focal Point Difference
At Focal Point Bookkeeping, we’re an integral part of our client’s team and staff. We maintain an open-door policy and can create customized bookkeeping services that cater specifically to your business.