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There is a point in business when the owners realize they need professional handling of the financial side of their business, but may not desire a full time accounting staff. Tri Star is able to fill this need. We act as an off site accounting department, paying the bills, managing the cash flow, reconciling accounts, preparing financial statements and handling day to day accounting issues for the business. We keep the owner informed and all information is at their fingertips. This also adds a level of security based on the controls in place and a highly qualified CPA reviews all work. Our active involvement in the business enables tax planning and preparation to occur with enhanced quality and ease.

There are also certain professions wherein the very nature makes it difficult to handle the day-do-day business affairs and focus on the career needs. Entertainers, Athletes, Models, Writers all have special abilities and talents which may not include handling the business and management side of their careers. We have a long history of confidential and successful business management of athletes and individuals with ties to the entertainment field. In addition to the business management services, we can assist with seasonal travel arrangements, documentation preparation and other family office/concierge services required. Of course, we have extensive experience in the federal and state filing requirements for these careers and individuals as well.

In addition to the business owners and professionals who may need assistance in running the financial side, there are private individuals who may also have this need. We are able to efficiently enhance and simplify the lives of individuals by assisting with a number of services, allowing them to balance their professional and personal commitments. Due to the complexity of their interests, our professional assistance enables the client to maintain an understanding of their financial circumstances without being burdened with daily requirements to retain control. These private clients receive management services to the degree requested. The services include bill paying, cash flow planning and monitoring, budgeting, reconciliation of accounts, financial statements, financing assistance and planning, as well as specific related services when requested. All of these services enable Tri Star to better provide timely tax planning, tax estimates and tax preparation at the highest level for this level of client.