One point of contact, all year.
For business owners juggling books, filings, and planning across separate vendors: a single relationship that carries the back office year-round, not just at tax time.
One relationship, not four vendors
Books, filings, payroll coordination, and quarterly planning usually come from different people who don't talk to each other. We put them on one team and one file, so a payroll question and a tax-planning conversation don't require repeating the same context twice.
A cadence, not a once-a-year call
The relationship runs on a quarterly planning cadence (the same cadence the tax-planning practice uses), so back-office questions get answered as they come up, not batched for the next annual meeting.
What’s included.
- Monthly bookkeeping and account reconciliation, coordinated with the same team
- Payroll and filing coordination, handled on your behalf
- A quarterly planning check-in, not just an annual one
- One point of contact for books, filings, and planning questions
- Coordination with the tax-planning and entity-structuring practices on the same file
How it works.
Set the baseline
We review how books, filings, and payroll are handled today, and establish the one-file record the relationship runs from.
Run the cadence
You get a quarterly check-in on the back office, not a single conversation buried in tax season.
Coordinate the rest
Tax planning, entity structuring, and bookkeeping all read from the same file, so a filing question and a planning question land with the same team.
Answers from the practice.
What does the business owner concierge relationship include?
A single point of contact for bookkeeping, filing coordination, and payroll questions, run on a quarterly planning cadence rather than a once-a-year meeting.
How is this different from just hiring a bookkeeper?
A bookkeeper keeps the ledger current. This relationship coordinates the ledger with tax planning, entity structure, and filings on the same team and file, so decisions in one area are checked against the others.
Is the business owner concierge right for my situation?
It fits owners juggling books, filings, and planning across separate vendors who want one relationship instead of several. A first conversation is how we find out: observations are shared, decisions stay yours.
What happens after I reach out about the business owner concierge?
We start with a conversation about how the back office runs today: who handles the books, the filings, and the payroll. We review what's in place, and lay out whether and how a single-team relationship would help.
Coordinate with the rest of the firm.
Bookkeeping
For owners whose books run behind, live in a spreadsheet no one trusts, or turn tax season into an excavation: the monthly close that makes tax planning, lending, and entity structure all readable from one ledger.
AccountingTax Planning
Projecting next year's bracket, modeling conversions, and coordinating gains with deductions before they land on a return.
Wealth ManagementFamily Office Services
Concierge financial administration, generational governance, and consolidated reporting, for families whose wealth has become its own institution.
Talk through business owner concierge.
An introductory conversation is the easiest way to learn whether 755 Financial is the right fit.
Schedule a Conversation