Abacus Financial takes a holistic approach to managing overall business affairs.  Our concierge-style business management service gives clients the ability to entrust a professional to manage the details of their personal and corporate financial dealings.  We work closely with our clients to create solutions for defined goals and strategies.

Services Include:

• Bill receipt and payment
• Budgeting and cash flow management
• Payroll management (employees and domestic help)
• Debt planning
• Financial record keeping
• Tax planning assistance
• Insurance review and coordination
• Financial career guidance
• Negotiation of major services
• Real estate and relocation coordination
• Personal concierge service
• Other related services to meet client needs

Benefits:

• Meaningful and organized financial records
• Freedom from opening and worrying about meeting timely obligations
• management tools and guidance for making effective financial decisions
• Liberty to do what you do best!