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Our Services

This is your Services Page. It's a great opportunity to provide information about the services you provide. Double click on the text box to start editing your content and make sure to add all the relevant details you want to share with site visitors. Whether you're offering multiple services, courses or programs, you can edit this space to fit your website's needs. Simply double click on this section to open the content manager and modify the content. Explain what each item entails and add photos or videos for even more engagement.

Accounting Software
 

  • QuickBooks Online

  • QuickBooks Desktop

  • Oracle NetSuite

  • FreshBooks

  • Sage Business Cloud Accounting

  • Will learn any custom software a client has as needed!

Private Club Software

  • Jonas Club Software

  • Clubessential

  • Northstar Club Management

  • ClubSelect

  • Will learn any software a club has to meet the needs of any club!

Additional services

  • Coordination with IT to implement upgrades

  • Year end preparation to expedite tax returns
  • Interim CFO/Controller

  • Remote and on sight availability world wide

  • Website integration with accounting software

  • Personal and home estate assistance in The Hamptons

  • Daily, monthly, quarterly and year-end accounting and/or bookkeeping services available.

  • Payroll integration with HR support.

  • Collaborate with client's CPAs or have long established relationships with firms to connect with.

Business Management

Want to optimize your business for growth and success?
Look no further than my business management consulting services. With my expertise in streamlining operations from computer software structure to HR protocols, you can start enjoying increased profits and reduced expenses.
Unlock your full business potential today!

Access to
Exclusive Vendor Referrals

  • IT Referrals for your business or club

  • CPA Referrals for Individuals, Corporations and Charities

  • Exclusive affiliate with private security company Roman Sandford in The Hamptons, NYC and much more - click here for direct link to their website: Romansanford.com

  • Insurance for your business and your home
  • Real Estate Broker for purchasing, selling and renting
  • Many more to come!

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