With extensive experience with high net worth clients and complex business management portfolios, Buffalo Bookkeeping and Payroll can help you stay organized, serve your entire portfolio holistically, and keep track of the little details so that you can focus on your business and what matters most.
Our concierge plans are closely tailored to individual client needs and have included:
Liaising with bank, insurance, tax, financial and legal professionals to ensure that your portfolio is serviced holistically
Due diligence support and analysis
Research and consultation on potential investments and building additional revenue streams
Assistance with mortgage loans, refinance applications, HELOCs, credit card applications, and determining which financing choice is right for you