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CFO Services

We understand that managing personal or corporate finances almost always involves myriad complexities. We address these complexities with a comprehensive suite of best-in-class financial services and technological solutions to assist in streamlining the various tasks associated with managing your wealth or organization.

Geller Advisors Insights

Wealth Advisor Susan W. Sofronas discusses when it's time to make a change in your financial management ...Read More

Services Offering

Financial Management and Reporting
  • Reconcile and maintain detailed accounting records for personal and corporate entities
  • Provide a comprehensive and customized financial reporting package
  • Process accounts payable and manage vendor relationships
  • Develop and maintain annual budget and forecasting processes
  • Manage a wide array of special projects, including pricing analysis, ROI evaluation, M&A and entity restructuring
Insurance Assessment and Management
  • Review existing coverage and pricing, discuss areas for improvement and implement changes, if appropriate
  • Interact with your broker, oversee periodic reviews and provide support on claims management
  • Create an inventory of valuable assets, including fine art and jewelry, with appraised values and coverage
Human Resource Management
  • Administer payroll and related human resource functions
  • Facilitate new hire recruitment as well as on-boarding and off-boarding
  • Develop employee handbooks detailing family policies
  • Coordinate with domestic staff across a range of matters, including budget management and household requirements
Philanthropic Planning and Management
  • Communicate with third-party philanthropies and process charitable contributions
  • Maintain detailed accounting records and fund accounting for not-for-profit entities
  • Generate customized reporting packages for budgets, charitable contributions, gifts and pledges
  • Provide compliance advice to ensure organizations maintain not-for-profit status