Accounting, reporting and admin

Successful families have unique and complex financial and business administrative needs. Managing the affairs of your family, business and investments requires timely and accurate information, which can create an overwhelming administrative responsibility. KPMG Family Office eases that load by managing all aspects of your accounting, reporting and administrative requirements. By taking care of your administrative tasks, you can focus on your wealth and life priorities.

We work with you to:

• Complete your business bookkeeping and accounting, consolidated reporting and tax compliance
• Coordinate your bill payments
• Set up and manage payroll for your business
• Create a document management system
• Provide administrative services

Across all service areas, we help ensure you have accurate information for planning and managing your financial affairs.

KPMG Family Office can complete your full cycle bookkeeping and reconciliation services including financial statement preparation, statutory compliance filings, payroll, and more. Our proprietary cloud-based accounting solution provides powerful cloud bookkeeping with personalized support from KPMG advisors.

Consolidated reporting gives you a complete financial picture to help you make informed decisions. Our Family Office advisors provide an overall view of the totality of you and your family's assets, as well as personalized reporting.

When you require document management, copies of your personal documents, including wills, insurance policies and trust documents are stored in a secure and centralized location. Knowing that you have trusted gatekeepers of your information brings peace of mind and alleviates the task of having to search for important documents when you need them.

Seemingly small administrative tasks such as bill payments can take up your most valuable resource: time. KPMG Family Office can help to ensure all your bills are being tracked and paid in a timely manner.