Accounting Support Services

Simplify the complexity of your family enterprise.

 

Key Family Wealth’s integrated accounting services help to simplify the complexity of your family enterprise by acting as your family’s chief financial officer. We provide office services such as general bookkeeping, bill payments, cash management, fixed-asset management and basis management. We also offer full payroll services as well as individual, business or fiduciary tax services and tax projections.
 

Support Matters

Much like a corporate organization, your family enterprise can benefit from the oversight of a chief financial officer to organize, integrate and align the array of assets within your family’s portfolio.

Because opportunities arise that create a need for financial analysis, modeling and reporting, Key Family Wealth’s Accounting Support Services offer the support of a personal CFO to provide a variety of office, payroll and tax services without hiring full-time staff or an additional advisor.

We work alongside your entire team to ensure a coordinated effort toward your family’s goals and objectives. Our integrated Accounting Support Services simplify the complexity of your family enterprise and allow you to utilize solutions and expertise appropriate to your needs.

Accounting Support Services

  • General bookkeeping
  • Fixed asset management
  • Basis management
  • Bill payments
  • Invoicing
  • Cash management
  • Reconciliation
  • Payroll
  • Payroll registration
  • Tax preparation
  • Tax projections

Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). 

Key Family Wealth is the marketing name through which KeyBank National Association (KeyBank) provides a range of financial products and solutions.

KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.

Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.

Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses. 

Investment products and services are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY