Tailored Accounting and Family Office Services
At Grace May LLC, we understand that financial needs of your business evolve as you grow. That’s why we’ve crafted tailored service bundles to support you at every phase of your entrepreneurial journey. Whether you’re just starting out, scaling up, or focused on long-term sustainability, our packages provide the strategic legal and financial expertise you need to thrive with confidence.
Explore our service bundles below to find the perfect fit for your business, designed to streamline your operations, protect your interests, and set you up for success.
Comprehensive Package Solutions for Every Stage of Your Business
1
Monthly Bookkeeping
Stay on top of your finances with general bookkeeping services
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Reconcile monthly bank, brokerage, and credit card statements
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Accounts Receivable & Payable - Create invoices and maintain vendor records.
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Prepare monthly financial statements - Balance Sheet & Profit & Loss statement.
3
Strategic Financial Planning & Budgeting
Let us manage your full accounting operation so you can focus on your business.
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Annual budgets - Create annual budgets & provide actual to budget analysis.
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Cash flow projections - Forecast revenue and expenses for the next 12 to 24 months
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Includes Package 1 & 2 services
VIP Family Office Services
This is for business owners & HNW individuals who desire the reporting on all their entities including alternative investments.
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Prepare subscription documents for alternative investments.
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Prepare personal consolidated financial statements that roll up Trusts & privately held entities.
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Monitor & Reconcile Alternative Investment Activity.
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Act as liaison between various service providers
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Includes Packages 1, 2, & 3
Disclaimer
All information provided on this website is for educational purposes only and does not constitute legal or financial advice.