Welcome
to financial Management services
Here is a broad outline of what we do.
1: General & Administrative
Accounting
and Book Keeping
Preparation of annual budgets, payment of accounts; writing
up cash books, ledgers etc, preparation of monthly statements.
Houshold
Finance
Preparation of budgets; payment of accounts, preparation
of cash flow statements.
Property
Management
Arranging leases, collection of rents, payment of expenses;
general supervision.
Travel
Arrangement of itineraries; booking of travel & hotel;
liason with travel agents.
2: Investment Management
Investment
Planning
Assistance with investment policies, liason with stockbrokers.
Portfolio
Management
Supervision of portfolios; administering relevant bank accounts,
preparation of regular cash flow and asset liability statements.
Venture
Capital
Financial and management investigations; supervision of
investments, representing client's interests on the board
of companies
Leasing
General advice on leasing; arranging leases; administering
lease portfolios.
3: Specialist Services
Contracts
General advice on contractual matters, examination of contracts;
instructing attorneys on drafting and negotiation of contracts.
Taxation
General planning advice; consideration and implementation
of tax planning programs; preparation of personal and corporate
tax returns.
Insurance
and Pensions
Evaluation of existing policies; recommendation on insurance
requirements; organization and administration of self employed
pension plans.
House
and Land Aquisitions
Negotiations for purchase; correspondence with and supervision
of brokers.
Participation
Accounting
Participation collections and distributions; analysis and
verification of participation statements; audit of producers
and distributors records.
