Our firm will collaborate with you and your team of Professional Advisors for a prosperous future! KM Management, Inc. is a full service financial business management, tax and accounting firm serving businesses as well as individual clients. KM is a professional corporation dedicated to their clients by providing customized professional financial business management services. Services: Corporate and Personal Business Management Outsource Controller Services Accounting & Bookkeeping Law Firm Accounting QuickBooks Consulting Accountant / Tax Preparation Administrative/Office Manager Receivership Administrator Personalized bookkeeping counseling Fiduciary Liaison & Estate Management: Communication link between the family and corporate/individual Trustee Function as facilitator and implementer of family financial and tax strategies and multi- generational planning Prepare trustee accounting/statements Assist in development of asset allocation with the trustee/investment manager Accounting and Administration Distributions Real Estate Tax Related Responsibility Beneficiaries Communication Personal Management: Personal Bill Payment Records Management Budgeting Cash Flow Management Domestic/Concierge Services Insurance Review and Planning Asset/Property Purchasing Elderly Lifestyle Planning / elder bill pay / medical claim filing
