Accuracy and Discretion for Family Office Operations
We work behind the scenes to keep your financial records accurate and accessible. SSL Associates supports CPAs and wealth managers by organizing data, reconciling accounts, and providing detailed reports so they can focus on strategy and client goals.
The Support Behind Your Family Office
Whether a family requires ongoing support or assistance with a specific project, we tailor our services to meet each client’s unique needs.
- Our offerings
- Bill payment and bookkeeping.
- Financial statement preparation.
- Coordination with tax advisors for planning and filing.
- Estimated tax payment tracking.
- Monthly account reconciliation.
- Fraud monitoring and risk oversight.
- Budget development and cash flow management.
- Document management and recordkeeping.
- Communication with key stakeholders, including vendors, wealth advisors, household managers, and insurance providers.
- Personalized client communication via phone, email, text, or virtual meetings.
Our Core Services
Bill Payment & Bookkeeping
We manage vendor payments and keep accounts current. Invoices are reviewed and reconciled. Every transaction is recorded with care so clients and advisors can trust the numbers they see.
Financial Statement Preparation
Our financial reports present a clear picture of how your money is being utilized, allowing you and your advisors to make confident decisions regarding your finances. Our team also works with your tax advisors on planning, filing, and review to ensure timely compliance.
Fraud Monitoring
Strong controls protect every account from error and misuse. Transactions are reviewed for accuracy and signs of irregular activity. Records remain orderly and documents stay secure to maintain trust and safeguard assets.
Stakeholder Communication
Families often rely on a mix of advisors, managers, and providers. Our role is to keep those connections clear and consistent. Communication runs through one channel, so vendors, accountants, and wealth managers contacts all work from the same information.
Personalized Client Support
Clients speak directly with the team handling their accounts. They choose how to stay in touch. Some prefer quick calls; others write or schedule time to talk. What matters is clear communication and quick action.
Why Families Choose SSL Associates
Trusted by Advisors
SSL Associates gives CPAs and wealth managers the confidence that every report is accurate and timely.
Built on Discretion
Every engagement is handled with full confidentiality and professional integrity.
Clear Financial Reporting
We clarify every financial detail, helping CPAs and wealth managers understand exactly how funds are allocated.
Accuracy and Trust You Can Count On
Our team manages the details that keep your financial life organized. You get dependable reporting and steady support that keeps everything moving on time.