Luxury to Legacy provides a full range of confidential and highly secure bookkeeping services for busy individuals and families. Complex or simple, our service offerings are designed to maintain proper financial standing with banking partners, investment advisors, vendors, and family members. Our bookkeeping team has over 20 years of experience in accounting, bookkeeping, and financial records management.
We generate timely and accurate weekly, monthly and annual budgets. We track income and expenses to determine the cash needs of the client and then work closely with investment and wealth advisors to assure the client has the funds necessary to maintain their quality of life today and for years to come. We build, verify, and monitor individual and family balance sheets and income statements and we maintain records and receipts that we provide to our clients and their tax preparers for quarterly and annual tax preparation. Our reports may be shared with trusted advisors including tax accountants, banks, and family members giving the team the comfort to know your finances are managed and well documented. Our banking and bill pay services assure accurate and timely payment of all household, individual, and family expenses. We complete and present monthly bank reconciliations. We compile, verify, reconcile and pay insurance, utilities, food, medical, entertainment, travel, transportation, and gifting, to name a few.
We work with Trustees and Executors assuring that finances are being managed consistent with the wishes of the grantor, executor, individual, and family. We assure compliance with all types of trust and estate plans. We do not engage in investment advisory services or securities trading. However, we have successfully worked with several extraordinary professionals and we are happy to make an introduction if you need assistance in planning, insurance, investments, and legal matters. There is literally nothing too large or small for our team and we hope you’ll agree that the benefits are extraordinary.
Denver | Castle Pines | Castle Rock | Sedalia | Englewood | Lakewood | Littleton | Centennial | Greenwood Village | Vail | Avon | Beaver Creek | Edwards | Highlands Ranch | Lonetree | Parker