External Accounting Services

Focus on what you do best while GBA looks after your accounting needs. Prosper from Bookkeeping, Trustee, or Private Family Office Services. GBA is dedicated to your financial success!

Stop spending valuable time doing accounting and wealth management simply because you can't find competent help. Outsource your accounting burdens to Grant Bennett Associates. When you outsource accounting and wealth management to us, we'll do your work at a fraction of the cost and time you're currently spending. And we'll do it right the first time.

Ask a GBA consultant how outsourcing can save you time and protect your assets.

By outsourcing your accounting and wealth management, you will benefit from:

• Freeing up resources
• Avoiding capital expenses
• Improving efficiency
• Getting access to specialized skills
• Saving on manpower and training costs
• Reducing operating costs
• Improving speed and service
• Avoiding the cost of chasing technology

Outsourced Accounting and Bookkeeping Services

Run your business effectively with accurate accounting and bookkeeping services. Grant Bennett Associates will save you from the headaches and costs of hiring and training staff members to do your business accounting for you. If you’re like most business owners, you may struggle with daunting bookkeeping challenges that are not in your area of expertise. You may only have three choices to rely on: manage all accounting on your own, hire staff members to manage it for you, or hand over your accounting and bookkeeping issues to professionals. Without the added costs of housing your own accounting department, Grant Bennett Associates can provide you with specialized accounting and bookkeeping skills and technology. We will keep your books up to date so you can make better business decisions.

Contact GBA to learn more about our accounting and bookkeeping services.

We can help you with:

• Accounts Payable/Accounts Receivable
• Inventory Reconciliation
• Payroll Processing
• Payroll Taxes
• Cash Flow Management
• Monthly Financial Reports and Analysis
• General Ledger Maintenance
• Quarterly Taxes
• Fixed Assets and Depreciation

While you operate a more successful business, GBA will provide you with accurate, up‑to‑date financial information.

Click here to speak with a professional CPA accountant.

Trustee Services

Sometimes life hands us more than we can carry. When this occurs, we need the helping hands of others. At no other time is this true than when your financial goals are at risk. Accidents can happen that may cause disabilities. The loss of loved ones may bring overwhelming financial hardships (see Elder Care Services). Concern for whether or not the provisions contained in a Trust Agreement or Will will be carried out. Whatever the reasons are, you may feel that you're just not able to manage your finances and obligations alone.

Grant Bennett Associates will provide the helping hands you need. As your trustee, we can provide specialized trustee services you can count on.

Our trustee services will help you with:

• Timely Payment of Bills
• Depositing and Transferring Funds
• Real Estate Issues
• Income Tax Issues
• Estate Planning
• Planning and Carrying Out Trust Agreements and Wills
• Cash Flow Management
• General Bookkeeping

Don't wait for life to overwhelm you. Call Grant Bennett Associates now for a trustee you can always trust.

Private Family Office (PFO) Services

Wealth management is extremely complex, requires numerous advisors, and is especially time consuming. For generations, America's wealthiest families have relied on private offices to resolve the complexity of wealth management. Your finances deserve the same attention.

The Benefits of a Private Family Office

When managing wealth, you have two choices: a traditional advisory model or a family office model. In the traditional advisory model you have an advisor for each of your service needs ‑ investments, insurance, taxes, legal documentation ‑ and you are left to make sure their work is coordinated. In the family office model you are free to concentrate on more important things than overseeing advisors because your advisors work together as a team, under one team coordinator. GBA understands that you don't have time for the traditional model. Your GBA financial advisory team will save you time, frustration, and successfully manage your wealth for you.

Disciplines Your Family Office Team of Advisors Can Collaborate On For You:

• Financial Planning
• Estate & Multi‑Generational Planning
• Personal Documentation Organization
• Tax Planning
• Bookkeeping & Accounting
• Bill Paying
• Concierge Services
• Privacy & Security Management Referral Coordination
• Property Advisory

Let GBA's Private Family Office Services coordinate your wealth management for you. We will help you avoid the hazards of multiple, unrelated advisors and the burden of coordinating their various financial decisions. Our professionals specialize in the services you need, including tax planning and preparation, financial planning, estate and trust planning, bookkeeping, and philanthropy management. Get specialized wealth management with GBA's Private Family Office Services.