Financial & Administrative Services

For high net worth individuals, the time and effort used in growing their businesses and associated wealth is a full-time job. Thus, having to deal with the complexities and sheer volume of financial and administrative matters can be a daunting task. At Gerson Preston, one of our main goals is to be an invaluable asset to our clients by relieving them of these daily pressures. Providing the peace of mind that things will get done and done right is what we deliver to our clients.

We are experienced in a wide-range of services that impact your life, family, and business. Our firm offers timely solutions including:

  • Bookkeeping and account reconciliations
  • Bill paying services
  • Resolving financial disputes
  • Cash receipts monitoring
  • Payroll reporting
  • Cash flow projections, monitoring, and analysis
  • Preparation of financial reports as required for all entities
  • Investment activity reports
  • Annual budgets
  • Expense management and analysis
  • Project administration
  • Debt management
  • Day to day family administrative services