Monthly Cash Flow Budgeting & AnalysisSEFG's account managers prepare a detailed cash flow plan for each client. ------------------------------------------------------------------------------------------------------------------------------- Tour Planning & AccountingRead about our Tour Accounting services ------------------------------------------------------------------------------------------------------------------------------- Estate PlanningWe proactively work with the estate planning lawyers to minimize or eliminate estate taxes. We also provide life insurance planning. ------------------------------------------------------------------------------------------------------------------------------- Asset Acquisition & Disposition AssistanceWe will assist the client in buying and selling real estate, refinancing mortgages, and other asset acquisitions including automobiles and businesses. ------------------------------------------------------------------------------------------------------------------------------- Business Transaction AnalysisWe represent our clients in all business transactions — advising and consulting as to the tax and economic aspects of the deal. We will work with the client's advisors to structure the transaction favorably. ------------------------------------------------------------------------------------------------------------------------------- Risk Management and Insurance ServicesWe will coordinate with insurance agents on a regular basis to ensure complete personal and business coverage. We will do all that is needed to protect the individual client and their family. We will also help companies identify, assess and manage their risks in a balanced and proactive way to protect and enhance their profitability and security. ------------------------------------------------------------------------------------------------------------------------------- Bookkeeping & Bill PayingSEFG provides bookkeeping services for all of our client's personal and business holdings. We also offer Bill Pay Assist; this program allows the convenience of having a professional prepare all your invoices for payment while ensuring security by allowing the client to have exclusive signature privileges. ------------------------------------------------------------------------------------------------------------------------------- Compliance WorkWe perform compliance work for sales taxes, payroll taxes and city business licenses. ------------------------------------------------------------------------------------------------------------------------------- |
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