Personal Business Management

Personal Business ManagementOur wealth consulting professionals provide entrepreneurs, business owners, and high-net worth individuals the freedom to look ahead and focus on the big picture while resting assured that their organization is functioning seamlessly.

We provide solid budgeting, accounting, and tax expertise along with personalized wealth management services that are tailored to your distinct needs and customized to support your immediate and long-term objectives.

Understanding the interrelated nature of financial management and planning, we work with your legal counsel, investment advisors, and insurance professionals to mindfully deliver a cohesive wealth management strategy.

And because we’re entrepreneurs ourselves, we know what it takes to optimize efficiency, streamline operations, and manage costs.

Billings/Collections/Disbursements:

Strength and stability lie in the details. We evaluate every aspect of your billing, collection, and disbursement operations, maximizing revenue while minimizing costs.

More important than what you charge is what you receive. We review all aspects of your billing operations, including invoicing schedules, account records, and collection processes. Our professionals identify any areas of concern and deliver strategies to address them.

Recognizing the importance of wise spending, we study all your disbursements, closely examining areas including payroll, insurance expenses, professional service fees, and operational costs to ensure every dollar spent is a dollar wisely invested.

Because partnerships are central to success, we review all contracts and service agreements so you can be confident each contract is a foundation for success rather than a hindrance to growth.

Bottom line: Geltrude will tailor our services to meet your distinct needs, providing comprehensive billing and collections services, process evaluations, customized invoicing, and regular accounting reports so you can see at a glance the exact status of revenue and expenditures.

Controller Services:

More likely than not, you went into business to create wealth and provide a valuable product or service. Effective operational structure frees you to do this.

Our management professionals understand entrepreneurship, and we know what it takes to keep your organization moving in the right direction. That’s why entrepreneurs and businesses rely on us for comprehensive business management services.

From the big-picture issues of budgeting, forecasting, and planning to the nuts-and-bolts operations of payroll, lease negotiations, and billing and accounts receivable, we manage your business operations and ensure a solid structure that will support growth and viability.

Our expertise includes:

  • Taxation and Accounting
  • Billing and Accounts Receivable
  • Trial Balance Reports
  • General Ledger
  • Cash Management
  • Staffing and Payroll
  • Contracts, Leases, and Partnerships
  • Budgeting and Forecasting
  • Business Valuations
  • Compensation Planning
  • Professional Transactions

Eldercare:

Golden years present golden opportunities to pursue new interests, but they also can present new challenges to face. Our full array of eldercare services helps you seize the former and face the latter.

We lighten your regular “to-do” list by handling important tasks such as banking, paying bills, managing medical records and insurance claims, overseeing real estate and property management, and handling tax planning and preparation.

We protect your interests by evaluating any investments, pensions, trusts, annuities, and insurance payments to ensure you are receiving all the benefits to which you are entitled.

We help ease the burden of life’s changes by working with you to ascertain and prepare for your future needs. From housing and financial needs and estate planning to disability or death of a family member, we help you prepare.

Financial Planning:

With combined decades of experience in financial management and consulting, our professionals can help you chart a course to achieve your financial goals.

Whether your aim is to secure your retirement, maximize tax benefits, and invest soundly or create wealth, arrange for optimal insurance coverage, and leave a legacy through your estate and charitable donations, we build a strategy that encompasses as many – or as few – factors as your unique needs and goals require.

Matrimonial:

Divorce presents financial challenges that can often feel overwhelming. This makes establishing clear financial goals and creating a solid blueprint to achieve them particularly vital.

Our professionals help ease the financial pressure of divorce by planning financial needs and goals for you and your family so your goals become reality.

Relying on years of expertise and ingenuity, we assist in areas including:

  • Alimony and child support planning
  • Budgeting and cash flow
  • Billing processes
  • Education funding
  • Investment and retirement planning
  • Insurance and risk management planning
  • Wealth transfers
  • Assistance with wills

Combining in-depth evaluation of your current financial status with our expertise in financial and tax planning, we help you move forward from divorce and to establish a stable financial platform for you and your children.

Retirement Planning:

For entrepreneurs, business owners, and high-net worth individuals, securing a financial future is synonymous with maintaining and maximizing a desired lifestyle.

Geltrude professionals partner with you to evaluate your current financial standing, project your future needs, and structure your resources and investments to help you keep the lifestyle you desire.

Our expertise includes:

  • Financial forecasting to determine the relationship between resources and future needs,
  • Maximizing retirement account withdrawals,
  • Solidifying insurance benefits,
  • Providing comprehensive eldercare services,
  • Assisting with qualified and non-qualified retirement plans
  • Optimizing post-tax yields
  • Arranging salary continuation for business owner and for spouse in case of owner’s death

The best retirement planning positions you to have the best retirement possible. Our team can put you on sound financial footing to make this happen.

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