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High Wealth Individual Services

Managing the financial complexities that come with high net worth requires expertise and careful attention to detail.

At Arrow Bookkeeping, we understand that your financial needs are unique, from investment tracking to managing multiple income streams and charitable contributions. Our team will work closely with you to provide clear, organized financial data that helps you make informed decisions about your wealth.

By entrusting us with your financial information, you can focus on what matters most to you, knowing that your finances are in capable hands. We’ll keep you informed with regular, insightful reports, giving you a clear picture of your financial health and helping you maintain control over your assets.

  • Chart of Accounts Revamp & Set-Up
  • Weekly/Monthly Expense & Income Tracking
  • Month-End Financial Report Package
  • Custom Reporting
  • Year-End Preparation* 

*We do not prepare audits or tax returns, however, we will work closely with your CPA or Auditor to provide all reports necessary for a smooth filing.

  • Investment Loan & Asset Tracking (FMV, LT & ST Gains)
  • Cash Flow Monitoring
  • Forecasting
  • KPI & Scenario Reporting
  • Budget Preparation & Maintenance
  • Bill Pay Processing using BILL.com™, Melio, and QB Bill Pay
  • Payroll Processing
  • Third-Party App Support

Enough Talk, Let's Get to Work!

Address

Corporate Office
8737 Colesville Road, Ste 1101
Silver Spring, MD 20910

Get in Touch

T: (301) 587-4849
E: info@arrowbookkeeping.com

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