Personal CFO, Bookkeeping and Accounting | Clark Nuber PS

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Personal CFO, Bookkeeping and Accounting

We're on Your Team

Many of our high net worth clients have businesses that don’t require a full-time accounting staff. These clients may also need help keeping their personal finances in order. To meet these needs, Clark Nuber provides expert financial input, accounting, bookkeeping and CFO accounting services from the ad-hoc to the all-inclusive.

Personal CFO

We can and do play the role of a "Personal Chief Financial Officer" to orchestrate all or part of the complex moving parts of your personal financial life. We provide effective and practical advice to efficiently manage your financial affairs including estate planning and tax strategy. By leaving the details to us, you can conquer your next financial goal or simply spend additional time with your family.

Contract Compliance

Debt to equity, current ratio, EBITDA, effective interest rates…we can help you interpret the hidden financial ratios written into purchase contracts, loan agreements and lease agreements, among others. If you are negotiating new terms, we can help you understand the requirements before you sign the agreement and then help you easily monitor compliance during the course of the agreement. Our services also include assisting management in verifying customer compliance with contractual obligations to your company under royalty, percentage rent, cost-sharing and similar agreements.

Forecasting and Budgeting

We can work with you on a routine basis to help design your strategic plan for the future. Based on your strategies and goals, we assist with forecasting the effects of anticipated growth on capital requirements.

Investment Policy Statement and Monitoring Investment Performance

With your current investment advisor, we can assist in developing your asset allocation model based upon your personal risk tolerance and financial goals. We can also monitor the performance of your various money managers, authorize trading in select situations and facilitate transfer of cash or securities.

Personal Liability Protection

Once you have achieved your financial goals, you don't want to subject your net worth to unnecessary risk or loss. Planning to avoid personal liability is a critical process for high net worth individuals. We can show you where to place your high-risk assets and provide creative ideas for owning your assets in a liability-protected form.

Ad-hoc Accounting and Bookkeeping Services

These basic, yet valuable, accounting services are popular with many of our clients who either cannot justify the cost of a full-time bookkeeping function or who do not want the headache of hiring, training and retaining their own accounting staff. These basic accounting services include:

  • QuickBooks Online
  • QuickBooks software consulting (for PC and Mac environments)
  • MIP accounting systems
  • Invoice coding
  • Bill payment
  • Cash receipts and deposits
  • Monthly bank reconciliation
  • Payroll processing
  • Fixed asset maintenance
  • Journal entries
  • Monthly & quarterly excise tax reports
  • Management flash reports
  • Monthly financial statements