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As a result, a CFP has a solid understanding of the following financial/tax topics: Financial planning Estate planning Insurance Retirement plans (i.e. 401k, 403b, IRAs, Roth IRAs, etc.) The Certified Financial Planner Board of Standards, Inc. is the organization that awards and oversees the issuance of the CFP designation. How much does a CFP cost?…

  What is a Family Office? A family office is a wealth management firm that provides bespoke services for the entire financial affairs of a family seeking generational wealth and more oversight over their financial affairs. Family office services go beyond traditional wealth management by integrating all family members for the ultimate objective of maintaining…

  Is your business thriving, but you’re unsure how much money it makes? Your sales could be growing, but if you’re not making a profit, you are losing money. Running a business entails keeping close tabs on key metrics, known as Key Performance Indicators (KPIs). Think of KPIs as a car dashboard that displays information…

  Hiring an interim or outsourced CFO can result in considerable cost savings for a growing company. Sometimes growing companies may not have the financial resources to hire a full-time CFO which could cost them in excess of $250,000 a year or the company may not need/want a full-time CFO. ACap offers both part-time or…

  At ACap Bookkeeping & Accounting includes: Using QuickBooks online to maintain your company’s books. Preparation of financial statements for internal and external use. Preparation of budgets. Tracking accounts receivables and accounts payables. Monthly reconciliations. Prepare adjusting entries. Year-end closing of the books. Payroll Streamline your record-keeping, contact ACap Advisors & Accountants to schedule a…