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WEALTH & BUSINESS MANAGEMENT 

Outsourcing solutions allow you to spend your time where you are most effective and profitable.

Many small business owners find themselves spending long hours keeping up-to-date with the administration of their business.  Tasks such as bill paying, invoicing customers, posting payments, making deposits, paying employees, etc.

Let us handle these tasks and functions for you at a cost far less than hiring full time staff.  Zivetz, Schwartz & Saltsman CPAs can handle many or all of the “overhead” functions of your business with qualified staff at a fraction of the cost of most other alternatives.  This solution allows you to focus on what you do well, while we take care of the rest.

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Who We Serve

C- Corporations 

S-Corporation 

Limited Liability Companies

Pass-through Entities

High-Net-Worth Individual

Real Estate Investors

Service Offerings

Cash flow management and planning

Tax planning and compliance

Royalty review, auditing and tracking

Budgeting and financial projection

Financial record keeping

Depositing of all income

Managing and monitoring receipts

Managing and monitoring payments

Debt planning

Risk management

Investment review 

Negotiation of real estate acquisitions

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