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Grow Your Family’s Portfolio. Bring in Expert Help.

The do-it-yourself approach to managing your family’s business and wealth may have worked fine when you first started building your portfolio. But in today’s turbulent financial environment, many families need higher levels of financial insights to effectively plan for the future.

Outsourced accounting and advisory services from Bennet Thrasher can help you get a clear picture of your wealth, so you can spend less time on accounting tasks and make decisions with confidence. We have a proven track record of delivering sound financial and business guidance to high-net-worth families and their family businesses.

Read our white paper on 7 reasons to move to cloud financials when it comes to your family’s assets.

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See the full picture

When you want an immediate, top-down report on all of your investments, you need a partner ready to respond right away—with the exact information you want to see. You won’t get that instant response from disconnected spreadsheets.

Bennet Thrasher speeds up that process with best-in-class technology and automation. You’ll get high-level visibility into your complete portfolio. You can also drill down on that data and create reports within minutes, so you’re empowered to make swift, informed financial decisions.

Empower decision making with real-time insights

It’s challenging to grow your AUM, expand your fund portfolio, and take on new causes when you’re bogged down with routine tasks.

Remove those burdens by outsourcing accounting and advisory tasks. Experienced financial professionals can streamline your efforts so you can accomplish more with fewer resources. Beyond full visibility and real-time business intelligence, you’ll get strategic advice that helps you prioritize needs and make better decisions.

Reduce risk and improve compliance for peace of mind

Searching through thousands of business emails won’t help you remember why you made a specific financial decision. You need a way to bridge the gap between operations and finances with a rock-solid audit trail that can tie your conversations to accurate financial data.

Get the power to do just that and improve data accuracy and transparency by partnering with a team of financial experts. You’ll also get GAAP-compliant financial statements and advice, helping you mitigate risk. We’ll treat your data with the highest standards of confidentiality, so you’ll know that your personal information is safe with us.

Get the services you need — now and for the future

You have your pick of outsourced accounting and advisory services. But not every family office offers our advantages, including:

  • Basic accounting tasks — AP/bill payment, AR/collections, cash management, and reconciliations
  • Financial statements
  • Comparative reporting
  • Compliance reporting
  • Budgeting and planning
  • Modeling and market analyses
  • Virtual CFO services — Insights, coaching, and economic strategy

Set a clear path to success

Preserving your wealth and growing your portfolio are keys to your family’s success. But that doesn’t mean you need to sacrifice all your time and energy on accounting and financial management. Let Bennet Thrasher give you a bird’s eye view of your wealth so you can focus your time, energy, and resources in the right places.

Get a free consultation today.

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Meet the Team Leaders

Chris Tomaselli

Partner
Outsourced Accounting
770.790.3752
chris.tomaselli@btcpa.net

Chris leads Bennett Thrasher’s Software Solutions and Outsourced Accounting practices. He provides timely financial and operational visibility and control for high-growth companies through a combination of business transformation services and managed accounting and technology services.

Larisa Osmanaj

Implementation Director
Business Transformation Services
678.218.1313
larisa.osmanaj@btcpa.net

Larisa serves as Bennett Thrasher’s Sage Intacct Implementation Director, and is a Certified Sage Intacct Implementation and Configuration Specialist. She provides insight on business processes, business enterprise review and directs our Sage Intacct software implementations.