Services

Trusted Support… Building and Preserving your Financial Legacy.

We’ll always go above and beyond to provide you a full range of financial services tailored to your unique needs. Our goal is to be your financial concierge, expertly stewarding your wealth and helping you grow and preserve your legacy. We’re dedicated to providing top-notch service and expertise to help you achieve financial success on your terms. Our commitment to excellence and our focus on building trust with our clients sets us apart as a premier financial firm.

Concierge-level Financial Services… Success on Your Terms

Accounting

Tax Preparation: Comprehensive tax return preparation including: Form 1040 Individual returns, Form 1065 partnership returns, and Form 1120 corporation returns – including sub-chapter S

Planning and Forecasting: Year-end tax burden projections, income estimates and tax mitigation advice, including leveraging IRA contributions and capital investments

Regulatory Compliance and Communication: Proactive analysis and communication on upcoming legislation and court rulings, analysis of existing tax code, including reciprocity, multi-jurisdictional, and state nexus reporting.

Tax and Penalty Mitigation: Direct IRS communication and documentation review to combat misapplied penalties and excessive interest on past-due, or disputed amounts

Advisory CFO Function:

Strategic guidance and support for companies on a part-time or contract basis.
Analysis of financial data and development of financial strategies.
Advice on budgeting, forecasting, risk management, and fundraising.
Serve as a trusted advisor to the organization.
Close collaboration with leadership to provide guidance and support.

Integrated Bookkeeping

Accounts Payable: Full-service bill-pay, tracking and recording of all operating liabilities

Accounts Receivable: Invoice recording and tracking, customer follow-up and full-spectrum aging review

Cash Flow Management: Cash balancing and reconciliation, forecasting and strategic planning

Budgeting: Strategic and operating budget creation, variance analysis, growth modeling and management summary compilations.

Financial Reporting: Full-service income statement and balance sheet preparation, and cash flow review

Payroll Processing

Payroll Setup: Account creation, regulatory requirement review, state and local taxation setup

Live Processing: New hire setup and reporting, wage rate adjustments, variable pay-period flexibility, overtime and double-time tracking and recording

Benefits Tracking: Health, dental, life and other insurance tracking and recording

Union Payroll: Prevailing wage review and calculation, multi-state reporting, CBA fringe benefit tracking and submission, same-day layoff processing and union fund interface

Trust Management

Record Keeping: Detail fiduciary reporting for estates and trusts

Beneficiary Management: Distribution tracking, maintenance of rights and responsibilities, and gift-taxation consideration review

Cash Management: Cash balancing, reconciliation, forecasting and tracking for all stake-holders

Investment Tracking: Market adjustment and analysis of market funds and other investments

Executive & Business Development Coaching

Mission, Vision, Values Development and Alignment:

Identifying and understanding your company’s purpose
Extracting underlying beliefs, implicit assumptions, and values to help clarify your organization’s guiding principles and beliefs
Alignment of values and goals to decision-making processes to drive success

Culture and Talent:

Culture assessment and improvement: Provide recommendations for improvement to build a positive and productive work environment
Talent assessment and selection: Develop and implement assessment and selection tools to identify employees best fit for a company’s culture and needs.
Customer Focus: Develop a customer-centric culture providing exceptional service, whether retail or B2B

Business Strategy Development:

Codifying methods and refining processes and procedures
Laying out an immediate plan for strategic realignment

Operational Execution:

Tracking the plan
Developing metrics to measure progress… What gets measured gets managed

Scaling, Growth, and the Infinite Game:

Structuring processes so you’re running your business instead of your business running you.
Integrating long-term thinking in the development of a business legacy
Develop and embrace the long-term perspective; focus on building a strong, enduring organization; committing to continuous learning and evolution in order to stay competitive.

Our Clients Say it Best

“Clear Legacy’s Staff is professional, practical, and a pleasure to work with. They not only worked diligently to complete some complicated accounting matters for us but took the time to think through the operational procedures necessary to ensure better workflow and communication. They truly are willing to tackle anything for the greater good.”

"Clear Legacy provided a highly efficient, low-cost account set up and tracking. Their knowledgeable and teaching manner helped us to understand regulatory payment obligations in the form of insurance, state and federal employment taxes. Worked efficiently with our tax preparers to help advance our tax preparation and planning efficiently. They are very cost-effective. For a new and/or existing small to medium size business, we highly recommend these guys."

"Clear Legacy is the best bookkeeping service that any of my clients have ever used. Not only do they produce accurate sets of books, but they also extend their services to include cash flow analysis, debt structure, entity types, and classifications, etc. I would highly recommend any small business that outsources their bookkeeping or needs assistance in managing their business to use clear management."