Overview
Monique Wright helps successful people enjoy their wealth, providing an extensive array of accounting, management, and concierge services through our family office practice. Whether helping managing finances or streamlining administrative processes, she builds strong relationships with high-net-worth clients and helps them manage various aspects of their lives.
As part of Kaufman Rossin’s family office practice, Monique’s goal is to learn about each private client’s personal and business objectives and help them achieve those goals. In addition to bookkeeping, Monique specializes in bill paying and payroll, cash flow management, reconciling accounts, and processing insurance claims. She also offers clients a wide range of concierge, travel management, and property management services.
Monique oversees the outsourced services practice Family Office Service department’s cloud software accounts and trains colleagues on how to leverage cloud software to better serve client needs.
Active in the community, Monique volunteers with Paws 4 You, a non-profit animal rescue organization based in Miami.
Monique is a QuickBooks Certified ProAdvisor. She also and holds a Xero Advisor Certification and Bill.com Expert Certification.
Education
Bachelors, Business, Miami Dade College
Services
- Family Office Services
