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This client owns and operates one of the few remaining family-owned and operated mortuaries and cemeteries in California. In addition to their mortuary business, the family also operates a non-profit endowment to manage the investments and real estate holdings of the cemetery.
The family needed assistance with their endowment, specifically the brokerage account reconciliations and the preparation of source documentation for their CPA.
The client’s staff was unfamiliar with how to handle brokerage account reconciliations, nor did they know how to manage schedules, or how to correctly state realized and unrealized gains. Their CPA always had questions that they were unable to answer.
Our superstar Plumb team did their due diligence and:
- Introduced all-important schedules and processes to improve efficiencies and provide accounting clarity
- Created training documents for the client’s team
- Implemented best practices for monthly brokerage account reconciliations and source documents
We are now proud long-term outsourced accounting partners of this business. They trust us implicitly, and rely on our stewardship, skills, and expertise.