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Business Management

Contact Us 818.849.3690

At Kantor Accountancy, we believe that protecting your assets and preserving your wealth are 2 of the most important financial objectives of high net worth individuals and families. In our experience, having the ability to work with advisors that understand the importance of confidentiality and trust is a key factor for high profile individuals and families in selecting a business manager. Our team has had the good fortune of creating long lasting business management relationships with our clients due to the trust and loyalty that we have created together.

At Kantor Accountancy, we aim to provide a concierge approach to our services to meet the unique needs of each of our clients. Our team assists with supervision and management of day-to-day activities while working with you to formulate goals, develop strategies and long-range planning. We work with your advisors, including bankers, lawyers, investment advisors, estate planning, and insurance professionals to help you meet your current and long term goals. At our core, we provide timely information that helps you make informed decisions.

Some of our services include:

  • Banking, including reconciliation of accounts, deposits, and bill pay
  • Budgeting and cash flow analysis
  • Provide monthly income/expense activity reports
  • Financial statement preparation
  • Risk management and analysis of insurance coverage
  • Assistance with the purchase, financing, and monitoring of major assets
  • Payroll and coordination of employee benefits
  • Tax planning and preparation
  • Retirement planning
  • Estate planning

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