Goldstein Lewin & Co. does more than just crunch numbers-we offer an extensive range of business consulting services to help you maximize your opportunities.
In Our Initial Consultation we will...
Discuss your business needs and the challenges you face in your industry.
Evaluate consulting services that will help you reach your business goals.
Customize a business strategy to deliver optimal results for your company.
Concierge Service
Senior Clients:
Are you looking for a qualified CPA advisor who can help you handle your daily finances? We'll keep up with your bills, maintain your estate, monitor your investments and make sure you receive all payments owed to you in a timely manner.
Celebrity Clients:
Are you looking for a qualified CPA advisor who can help you manage your daily finances while you are out-of-town? We'll keep up your estate, pay your household employees and monitor your investments.
Our service is custom designed to suit your needs. We offer as much or as little assistance as you desire.
Financial Services
- Payment of bills after confirmation of accuracy
- Reconciliation of bank accounts
- Monitoring to ensure receipt of expected revenues
- Planning and monitoring of investment programs
- Projections of cash flow based on life expectancy
- Evaluation of insurance needs
- Preparation and filing of medical/insurance claims
- Development of tax planning strategies and preparation of forms
- Design of estate planning strategies
- Preparation of household/healthcare employee payrolls
- Protection from scams and unnecessary purchases
Healthcare Services
- Coordination with healthcare/homecare specialists
- Development of acceptable standards of care
- Monitoring to ensure that care adheres to established standards
Lifestyle Services
- Opening and monitoring mail
- Property Management
- Supervision of maintenance and repairs
- Purchasing of major items, such as new carpeting, and medical durable equipment
- Supervision of housekeeping and transportation services
