Accounting & Family Office

Leverage Decades of Accounting Experience to Seize Opportunities

Accounting standards and rules are constantly changing. Our professionals keep current on changing requirements and help clients understand their compliance obligations. We also help identify opportunities for businesses to apply for relief, especially in times of economic uncertainty.

Whether you need assistance with managing your family office or gaining powerful insights from a real-time accounting dashboard, Kaufman Rossin can be your greatest resource.

Our accounting services include:

Family Office Services

We learn about you and your goals to create tailored solutions. Whether it’s streamlining administrative tasks for your family, preserving wealth for children, or simply meeting all compliance obligations, we can fine-tune a plan that will help you meet those personal and business objectives.

We have nearly 60 years of experience working with global affluent families, investors, multigenerational families, business owners and executives, single and multi-family offices, professional athletes, entertainers, and non-profits.

We also offer family office consulting services to help both start-up and experienced offices with best practices, internal controls, family governance, cyber security, litigation support, and more.

QuickBooks Consulting

What if you could make your team more efficient, reporting more effective, and your financial processes smoother?

It’s our job to train your accounting staff to use all the features of QuickBooks, recommend add-ons, and customize your software.

Our blog has several resources tailored to QuickBooks tips and tricks, which are all available here.

We are qualified on all platforms: QuickBooks Online, QuickBooks Desktop, and Quickbooks Enterprise.

We teach our clients how to:

  • Design and interpret the right financial reports and metrics to gain a better understanding of the business’s health
  • Protect data from accidental changes
  • Increase efficiency using shortcuts and memorized transactions

We have the track record and technical skills to exceed your expectations – but it’s the personal service we provide that differentiates our firm and helps our clients feel secure.

Real-Time Accounting

Kaufman Rossin’s outsourced accounting services focuses on your specific needs—from basic start-up entrepreneurial services for individuals and businesses that just need an extra hand to keep things in order, to fully-outsourced Controller or CFO services.

We help you gather and organize your current financial information, establish appropriate accounting books and records, and implement processes that provide the internal controls you need to grow your business.

Businesses like yours enjoy the simplicity of  Kaufman Rossin Connect, our secure, fully-integrated, cloud-based accounting system that handles daily processes so you can focus on running your business.

Our accounting ecosystem is built around a robust general ledger system and includes the following capabilities:

  • Account reconciliation
  • Accounts payable
  • Accounts receivable
  • Payroll recording
  • Sales tax preparation
  • 1099 preparation
  • Ongoing management reporting
  • Custom reporting
  • Budgeting
  • Financial forecasting & modeling
  • Cash flow planning

Traditional Accounting

Because we’re entrepreneurs ourselves, we understand what it takes, and we know how to help.

We specialize in helping business owners and their teams meet and exceed their business objectives. We do more than help meet compliance requirements — we spend time understanding your business and helping to improve performance.

We can assist with:

  • Selecting appropriate software
  • Designing and implementing accounting systems and processes
  • Maintaining and analyzing books and records
  • Compiling and reviewing financial statements
  • Assisting with banking relationships
  • Offering feedback to help improve efficiency and profitability