You’ve worked hard for your money. In these economic times it’s paramount to have an accurate and real-time understanding of where your money is and how it’s doing. High Net Worth and complex portfolio’s demand even greater levels’ of oversight and detailed bookkeeping. Our personal accounting philosophy is best defined by our mission: “Use Quicken to organize personal finances and alleviate financial stress”.
Controllership Solutions LLC provides personal controller for hire accounting services to clients who require or desire organized finances yet do not want the burden of entering repetitive data into a personal wealth software program.
Our role as Controller for Hire is similar to that of a family office or financial planner; however, we do not provide tax, investment or legal advice. We act as our clients’ advocates and fiduciaries on a fee for service model with no conflicts of interest. We assume the role of captain to our clients’ financial teams. We coordinate-not compete with-investment advisors, financial planners, tax accountants, and legal counsel. We work with clients’ existing financial and professional relationships to maintain accurate accounting.
We don’t pick investments-we track them.
We don’t do taxes-we organize and provide needed reports.
We don’t practice law or set up trusts-we insure compliance by maintaining proper records.
Quicken is used by millions of diverse individuals. The power of Quicken is in its ability to process data and be customized. Regardless of the portfolio’s type or size, chances are Quicken is capable of tracking your information and providing the desired reports. This is where Controllership Solutions LLC excels – we speak the language of Quicken, ensuring data is entered properly and customizing the system to each client’s specific needs. The result is more accurate knowledge of investment performance, asset allocation, spending and real-time net worth.
Additional services include one-time instructional set-ups and troubleshooting. I provide a hands-on approach to instruction, with the client learning while working on live data to gain firsthand experience of the steps involved. Problems are solved and questions are answered with the client’s real data, leaving them comfortable with their books. Following an initial set-up visit, for those who desire to ultimately manage the system themselves, the client will be provided with support as needed. Controllership Solutions LLC is a “fee for service firm”; billing is hourly or on a fixed-fee basis with no commitment or retainers.