Private Associates attends to essential financial administrative tasks for you or your business. Private Associates is organized to assist you in your business office, your home office, from our physical office, or to remain virtually available to you during business and pre-arranged hours, or a combination of these. All our contracts are individualized and tailored to your particular needs. Below is a comprehensive list of the Services offered:
Bill-pay & reconciliation
- Processing monthly bills using financial software or personal checks
- Tracking income from investments and other sources
- Preparing monthly expenditure reports and account reconciliation reports
- Creating and maintaining systematic organization of financial documents
- Processing wire transfers
- Monitoring established intra-account transfers to maximize balances earning interest
Personal & business administration services
- Maintaining calendars
- Coordinating business meetings
- Project management
- Organizing files and records, streamlining office-related procedures
- Establishing and maintaining systems to track information flow
- Managing correspondence: outgoing and incoming
Coordination with investment & tax professionals
- Identifying tax and insurance related transactions, processing with advisors
- Monitoring cash calls and other investment requirements to ensure timely compliance
- Preparing investment instruments and compliance documents
- Tracking due dates on financial instruments to ensure maturities are calendared
- Tracking tax deadlines, coordinating tax filings and tax payments
Financial reporting & research
- Preparing investments and financial reports
- Researching potential investments
- Monitoring liquidity
Organizing & calendaring insurance & estate planning
- Ensuring that insurance policies are current and processing claims
- Identifying insurable purchases and coordinating yearly insurance review
- Organizing estate planning process and maintaining records