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Rick Flynn 
Principal
212.997.0500 
David Kaufman
Principal
212.997.0500
 

BACK OFFICE SUPPORT

 
Investing for the future has never been more complicated or time consuming. While management companies must be fully focused on the needs of their clients and the performance of their funds, behind-the-scenes administrative details must still be addressed. Rothstein Kass Family Office Group offers a wide range of accounting, tax, cash management, budgeting and bookkeeping services for management companies, fund managers, and chief financial officers.

Rothstein Kass has a distinguished history serving clients in the financial services industry and our Family Office Group has built upon our standard of excellence. With our vast knowledge and back office support experience, we understand the subtle and complex needs of our clients and we have the professional skill to identify and implement appropriate business strategies.

The hallmark of our work reflects our commitment to technical proficiency coupled with personal concern for our clients.

How We Can Help with Back Office Support:
Bill paying and payroll
Preparation of cash receipts and disbursements journals
Implementation of accounting software
Set-up chart of accounts and maintain general ledger
Reconciliation of brokerage and bank statements
Data aggregation and consolidation
Financial reporting and analysis
Partnership income tax planning, consulting and preparation
Coordination of payroll and benefits
Insurance coordination and review
Review of systems and internal controls

We offer a complete outsourced solution for all management company accounting. If your firm has an accounting team already in place, we can work with them to ensure the accuracy and adequacy of internal controls.

 
 
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