Business Management
At Origins Group, our Business Management practice is tailored to meet the needs of each individual client. Acting as your personal CFO and financial concierge, we work in coordination with your other service providers, (agents, managers, attorneys, bankers, and investment advisors), to help simplify the complex issues facing high net worth individuals.
We provide comprehensive yet affordable services (including part-time CFO services). Our professionals possess extensive experience providing personalized management services to high net worth individuals, their business entities, and charitable foundations.
Origins Group uses an encrypted online client portal, enabling secure communication and constant access to key financial documents. Origins Group is your trusted advisor for sound planning and the long-term preservation and growth of your personal and business financial matters.
Services
- Business Management
- Individuals
- Family
- Estate
- Foundation
- Trust
- Financial Consulting
- Business
- Personal
- Advisor Liason
- Income collection
- Bookkeeping
- Bill Pay
- Bill Review & Check Preparation
- Check Signing
- Payroll Processing
- Bank and Investment Reconciliations
- Consolidation of Investment Reports
- Bill Pay
- Cash Management & Financial Planning
- Cash Flow Reports
- Financial Statements
- Budgeting
- Personal Dashboards
- Personal Financial Advisory
- Investment guidance
- Loan negotiation
- Cryptocurrency
Ready for a next-generation business manager?
Join thousands of other satisfied clients and experience the difference for yourself.
Contact Origins Group today to get started building your future.
About Us
Origins Group is a next-generation accounting, advisory, and consulting service that clients need to reach their peak success.
Contact Details
Number: (833) 691-5040
Email: info@originsgroup.com
Monday to Friday:
PST: 5 AM – 6 PM
EST: 8 AM – 9 PM
Sat-Sun: By Appointment only