individual financial assistant

Watch the revenues, maintain the services and pay the bills.

High net worth individuals can often lead more complicated lives because of the administration required to manage or maintain their valuable assets. Having an accounting and tax expert to assist in the administration of copious and sometimes complex transactions, clients of Gerlach Accounting LLC can enjoy more time pursuing their interests and enjoying life.

We know how to handle money, whether it’s keeping expenditures within a strict budget or managing large and complex transactions. Having a qualified personal financial assistant gives you more freedom to do what you want. Rather than spend time financially planning your pursuits, you can spend your time living those pursuits.