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Expert Financial Management and Personalized Accounting Services
Empowering your Finances with precision and care
With over 30 years of experience, we leverage our deep expertise to deliver exceptional, efficient financial management services that save you time and money. Our commitment to personalization ensures that we craft bespoke solutions tailored specifically to your unique needs and circumstances. We prioritize your privacy and handle all interactions with the highest level of discretion and professionalism. As your comprehensive financial partner, we provide a one-stop solution for all your financial needs—whether it's financial reporting, bill paying, or coordinating with other professionals—simplifying and streamlining your financial life for optimal peace of mind.
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We can act as a liaison between you and other professional service providers/advisors while we handle your financial tasks in a professional and confidential manner.
Connect with us
Our typical clients include:
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Busy professionals
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High net worth individuals
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Widows/widowers unfamiliar with the deceased spouse’s finances
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Small business owners
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Divorcing individuals
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Retirees and seniors
Our Services
At Marsh Financial Consulting, we offer a comprehensive range of services designed to simplify and manage your financial life with precision, confidentiality, and care.
Reporting
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Development of budgets
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Creation of monthly income and expense reports
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Actual vs budgeted income and expense analyses
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Preparation of personal and business financial statements
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Cash Flow Projection
Bookkeeping Organizing & Record Keeping
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Development and implementation of an accounting system
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Set up of archival and back-up systems to protect records
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Scanning and maintenance of relevant documents
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Creation and management of an Important Documents file
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Assistance with record keeping for special projects (e.g., charity event)
Bill Paying & Banking
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Creation and maintenance of bill payment system
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Recognition and correction of billing errors
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Preparation and submission of deposits
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Check writing
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Preparation of monthly reconciliation or as needed
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Payroll Processing
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Aid the Executor with court documents
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Review documents related to death, illness or divorce
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Assist the Executor, Personal Representatives and Trustees endowed with fiduciary responsibility to settle the estate
Estate & Trust Administration
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Assemble documents for Annual Tax Organizer
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Payroll and Local Business Tax Return preparation
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Investment Account Reconciliation
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Private Equity Tracking
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Insurance Coordination and Oversight
Investment Insurance & Tax Support
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Assembly of important financial records and holdings to help prepare a Financial Affidavit
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Preparation of before and after divorce budgets and cash flow
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Conduct a financial inventory for the divorce
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Collection and organization of legal documents for the divorce attorney
Divorce-Related Financial Review
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Clean-up of books in preparation for audit
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Act as audit committee chair
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Prepare schedules for audit requests
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Aid in providing documentation tor testing selections
Non-Profit
Audit Support
Get to Know Our Founder
At Marsh Financial Consulting, we pride ourselves on a blend of seasoned expertise and meticulous attention to detail. We envision a world where every client feels supported and empowered in their financial journey. We strive to build lasting relationships based on trust and understanding, helping small businesses, nonprofits, and individuals achieve their goals with clarity and confidence. Our vision is to be more than just a service provider—we aim to be a trusted partner who genuinely cares about your financial well-being and success.
Why Us
Expertise & Experience
With over 30 years in the field, our extensive experience equips us to handle complex accounting needs efficiently. Our combined knowledge allows us to deliver precise, reliable results that save you time and money
Tailored solutions
We understand that every client’s financial situation is unique. That's why we customize our accounting services to fit your specific needs, ensuring that our solutions are perfectly aligned with your personal or business objectives
confidential
Commitment
We place the highest priority on your privacy. Our team handles all financial information with the utmost discretion and professionalism, providing peace of mind that your sensitive data is secure.
Thorough service
From budgeting and income reporting to financial statement preparation and cash flow projections, we offer a full suite of accounting services. Our one-stop approach simplifies your financial management, allowing you to focus on what matters most..
Efficiency & precision
Our seasoned team uses advanced tools and techniques to deliver accurate and timely results. We streamline processes to ensure that you receive high-quality service quickly, optimizing both your time and financial resources.
Frequently Asked Questions
1 / How do you charge for your services?
After a free initial consultation, fees are charged on an hourly basis. Generally, after an initial period of charging on an hourly basis (30 – 60 days), we develop a mutually agreed upon Scope of Work and move to a monthly retainer. For additional services or special projects not included in our monthly agreement, we can bill hourly. We do not charge for travel for trips less than 30-minutes each way. Our goal is save you time and money.
Our service agreements are flexible to meet your specific needs.
2 / Are there industry standards and code of ethics to which you adhere?
Yes, as an outsourced accounting company, we adhere to the highest industry standards and ethical guidelines to ensure the integrity, accuracy, and confidentiality of our services. Our team follows the Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS), depending on your business's specific needs.
Additionally, we abide by the ethical guidelines set forth by the American Institute of Certified Public Accountants (AICPA) and other relevant professional bodies. This includes maintaining client confidentiality, providing objective and unbiased advice, and avoiding conflicts of interest. We are committed to delivering transparent, accurate, and reliable financial services while upholding the trust and confidence of our clients.
3 / Do you have a letter of engagement and does it include a confidentiality clause?
Yes, we have an Engagement Letter that includes a confidentiality clause. We do not exchange, distribute, or share any information we receive from our clients with any third party, unless our client authorizes us to do so. Professionalism and discretion is the cornerstone of our business and we take it very seriously.
4 / Will I lose my independence over my finances if I hire Marsh Financial Consulting?
Actually, you will gain more independence. You will find that our services help you gain more control over financial life by removing the overwhelming nature and frustration of handling your fiscal and financial responsibilities. We know you are busy, so removing this stress will allow you to focus on more important areas of your life.
5 / Will I have to give up control over my accounts?
Absolutely not! You will retain complete control (including signature authority) over your bank accounts and passwords. We will not make any changes without your written approval.
6 / If I use Marsh Financial Concierge will I still need other legal, investment, or financial professionals?
​Yes, you will. We work together with these other professionals. Our work complements the work of other professionals by facilitating the timely completion of these tasks. However, we can also assist you with the preparation of your annual tax organizer.​
7 / How do I get started using Marsh Financial Concierge?
You can start simplifying your financial life by calling us at 703-909-8546, sending us an email, or clicking on our Contact Us page.