Whether you need personal financial statements prepared to obtain financing for your next business venture or you simply need to outsource your trustee duties, Jacobs Cohen will provide you with the guidance and information you need.
- Audit, review or compilation of personal financial statements
- Investment performance monitoring
- Budgeting and cash planning
- Trust accounting
- Daily financial management for personal and family wealth
“We believe every client is different. As such, you will receive high-touch, personalized services tailored for your specific needs; not a pre-packaged, pre-determined program that fits our needs. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.”