Often family office services sound like they are for the ultra-rich, multi-generation wealth, but in the current economy family office services can be tailored to a client’s needs and wants. At KROST, our family office services are not a one size fits all. Instead, we tailor our approach to fit your needs, which can evolve over time. Our professional team will discuss with you the type of services you want and customize our approach. We offer our services a la carte and work with you to determine the best fit for you.
• Bill Pay Services:
We are all busy professionals whose time is already stretched thin. Our bill pay services can take one item off your plate. At KROST, we use a paperless bill payment system that you can access on your computer, iPad or mobile device. We monitor the monthly bills, maintain electronic copies and will reconcile your checkbook on a monthly or weekly basis. We can also provide financial statements for you to monitor your cash flow.
• Cash Flow Management:
Cash flow management is the development of a cash projection for a short-term or long-term basis. We can assist with a cash flow management to monitor the in-flows to help develop cash collection techniques. We will also work with you to budget the cash outflows to allow you to determine the best strategy to meet your financial needs.
Why Choose KROST?
Here at KROST, we understand your business and the challenges you face in the current landscape. That is why we use a combination of strong teamwork, communication, technology and professional skill to help you with all your accounting needs.
Jason C. Melillo, CPA
Jason leads the Accounting practice at KROST. His areas of expertise range from the retail and foodservice industries to technology and business consulting. » Full Biography
Stacey R. Korman, CPA, MST
Stacey is the Director at KROST. She has spent her career managing audits, reviews, and compilation engagements for clients in the technology, foodservice, retail, real estate, and non-profit industries. » Full Biography
Jeff Kamin, CPA
Jeff Kamin is an Accounting Manager at KROST. He has been with the firm since June 2014, and has been in public accounting profession for over 10 years. » Full Biography