Concierge And Family Advisory

Structuring a family office often occurs organically, with trusted personnel working with the company and its owners. Formalizing a family office allows for customized solutions and strategies that are focused on specific family and business goals and financial needs.

Office and family governance and ongoing support
Private physical and electronic mailbox maintenance
Electronic document management and retention
Coordination with outside advisors
Real Estate Management

Tax And Consulting Services

Any good accounting consultant knows the current tax rules and regulations but there are a handful of insightful strategists that go beyond those basic boundaries.

Family Office Services

Donna Moffett LLC serves families by being knowledgeable and proactive with financial activities across a wide spectrum of services.

Client Accounting Services

From the smallest business idea to an organization with a national footprint, Donna Moffett LLC will provide accounting services tailored to your needs.

Business Start Ups

Beginning a new venture is both exciting and overwhelming. Entrepreneurs must manage a range of areas to succeed.

Virtual Services

This service is a real money saver for our clients! No travel time and very little down time to your business.

Concierge And Family Advisory

Structuring a family office often occurs organically, with trusted personnel working with the company and its owners.

Small & Midsize Business Consulting

Our clients are able to tap into financial consulting resources that are more robust than ordinary accounting services. The success of our clients is evidence that strategic financial planning and financial analysis produce positive results.

Tax Consulting Family Office Client Accounting