Allow us to introduce ourselves. We are a full service,
professional yet personal firm, ready, willing and able to handle all of your
financial and accounting needs. We provide all forms of pragmatic, yet creative,
accounting, management, administrative and advisory services including, but not
limited to; financial planning, investment advisory services, personal assistant
services, contract negotiations and related services, accounts receivable and
accounts payable services, all bookkeeping services, financial reporting, tax
preparation and much more.
We have a gift and talent for finding the magic line
between creativity and pragmatism, and we use it to our clients’ benefit to
assist in handling their business, and personal, financial needs. We are a
unique firm because we believe that finance, when combined with creativity and
simplicity makes life richer.
Our fees are reasonable, and commensurate with our
clients’ needs and desires. We strive to provide nothing short of the highest
quality of service. We have over 25 years of combined experience. Our clients
typically are much evolved, high profile individuals with high net worth’s that
demand discretion and perfection. We are attentive, sincere, and possess the
highest degree of ethics and morals.
We are very much involved in our clients’ lives both
professionally and personally, and are available to our clients any time, day or
night. We are in tune with our clients’ needs and we handle our clients’ affairs
as if they were our own.
We believe that many firms are just interested in the
almighty dollar. Although we are profit oriented, we also believe that there is
more to life than just this. We enjoy the unique and special relationship we
have with our clients. We have a passion for the work and services we perform,
and we have the skills, expertise and talent needed to accomplish this work, and
we do it with only the highest level of integrity. We are “giving” individuals
and our clients are our number one priority.
We reach out to those “special” few. If you are
interested in benefiting from this experience, and utilizing our expertise, or
if you would simply like to learn more about us, feel free to give us a call. We
will be glad to provide you with references and prices.
Thank you,
Scott H. Bercu,
CPAPresident and Member