Finance and Insurance Services

It's no surprise that the world of finance and insurance is dynamic and fast-paced with regulations becoming more intense on a daily basis.

The role of trusted business advisors is one we take very seriously. HRH professionals know that you as a financial service firm or insurance professional need to depend upon the straightforward advice and responsiveness you receive from us.

We understand your business. We work with investors, investment partnerships, brokers, and advisors and stay on top of market changes and tax changes affecting the financial and insurance services worlds.

Just as you are trusted with the important task of protecting, building and managing finances for your clients, our business is to assist you in formulating and implementing your policies and plans for the future.

HRH services available to those in the finance and insurance industries include:

• Accounting and bookkeeping assistance
• Analyses of
  • Costs systems
  • Lease/Purchase
  • Financial and profitability
• Audits, reviews and compilations
• Advice on organizational structure
• Business valuations
• Cash flow and debt management
• Employee benefit plans
• Estate, gift tax and charitable contributions planning
• Management fee and incentive allocation structure
• Mergers and acquisitions
• Preparation of annual statements
• Preparation of partnership economic and tax allocations
• Punctual annual K-1 delivery to partners
• Representation before the IRS
• Tax compliance, projections and reporting
• Valuation of privately held investments