Our Los Angeles based Business Management services help clients reach their financial goals and plan for growth. Proper management of funds not only saves money, but it makes money for you. At Abacus Financial our clients are given secure portals to quickly access bank statements, loan documents and financial reports to foster financial transparency.
The concierge-style business management services at Abacus provide clients with 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.
We will deliver financial order to your business and your life and help you unlock its full potential. As business managers, we give our clients’ financial needs individual attention by listening and communicating with them openly, promptly, frequently and effectively. We keep you informed on what’s happening with your money, when it’s happening.
As a Business Management firm we assist our clients with:
- Monthly, quarterly, and annual financial reporting statements
- Bill Payment Services
- Financial Assessment Reports
- Facilitating risk and insurance assessments and coverages
- Financial Planning
- Cash Flow Management
- Estate and trust administration
- Assisting with credit monitoring and access
- Real estate acquisition, sales and rentals
- Property and estate management
- Access to real estate funding and personal lines of credit
The financial transactions for you form the solid foundation of your financial world. Our model of service gives clients the ability to entrust a professional to manage the details of their personal and corporate financial dealings.
Abacus Financial will manage all of your financial needs including:
- Bank and Credit Statement Reconciliation
- Reconciling your business checking account each month allows us to keep your bank account, accounting, and taxes up-to-date.
- Monitor Your Income Statements/Balance Sheets
- Income statements and Balance Sheets, are critical elements in understanding the financial health of you and your business. These reports assist in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.
- Manage your General Ledger
- A General Ledger is the core of your company’s financial records; We’ll identify and fix discrepancies such as double billings or unrecorded payments so we know where all of your money is and your books are always accurate and kept in tip-top
At Abacus our goal is to improve your business’ financial processes. You’ll have peace of mind knowing your personal information is protected, your bank accounts are reconciled, in balance, and that all escrow funds, accounts, checks, and disbursed funds are properly accounted for.
Document Management
We analyze you to organize you.
Abacus specializes in creating effective and efficient electronic document management systems that are user-friendly and give our clients the organization they need. Our team will research, analyze, and recommend improvements to improve your organization’s overall performance.
We implement and administer document management systems and procedures that allow us to capture, store, retrieve, share, and destroy electronic records and documents for you.
Insurance Review
Life Changes Fast.
As life changes, so do your insurance needs and you don’t want to pay for an insurance policy that doesn’t cover what you need. Our professionals have extensive experience and a thorough understanding of the changing landscapes in today’s insurance marketplaces.
We work collaboratively with insurance providers to perform due diligence insurance reviews for various policies including:
- Personal Lines of Insurance
- Umbrella Policies
- Business Liability Insurance
- Commercial Liability Insurance
- Worker’s Compensation Insurance
Privacy is the New Currency for
Creatives and Entertainers
Corporate Compliance
We detect and correct.
A compliance program ensures that you are taking steps to control the legal standing of your business. Abacus performs compliance tasks and processes for our clients by providing ongoing client-based solutions and support. We make sure internal controls are built into your operations processes, making compliance features inherent to the culture of your financial transactions.
Our Corporate Compliance Services include:
- Designing Business Processes for Process Automation
- Business Registration and Filings
- Policy & Procedure Management
- Analyzing Process Models
- Risk Assessment
We have the expertise, personnel and technology to deliver high-level of services.
When you choose Abacus Financial you’re choosing an accomplished Los Angeles based business management firm that understands you and acts on your behalf with confidence and makes life easier for you.
Privacy is becoming the new currency for people in the limelight.
Personal data is used to make very important decisions in our lives and things can get complicated when it comes to financial advisement and your personal information. Abacus utilizes heavily encrypted software to ensure your personal information remains personal.
Your privacy is our priority and keeping your personal information private is critical for us. In addition to quarterly credit profile reviews, we work closely with experienced legal professionals to ensure new home purchases are deeded into privacy/blind trusts to ensure that your personal data does not show up on public records or Google searches. Managing these details helps us minimize your risks and protect you in a practical and important way.
