Financial Management

All of the financial services below are available to private, public, and not-for-profit organizations, including churches.

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Financial Consulting

Accord Consulting Associates with expertise provide Financial Consulting services including assistance in decision-making related to financial strategy, organization, structure, process, business plans, budgeting, pricing, cost structure, contracts, sales, negotiations with suppliers, etc.

Accord’s Associates also provide:

  1. Both corporate and  individual portfolio reviews.
  2. Both corporate and personal cash flow management reviews and advice.
  3. Retirement planning for individuals, executives and employee groups.
  4. Estate planning for executives.
  5. Corporate endowments, foundations, and legacy plans, reviews and establishment.

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Integrating HR Programs with Financial Programs

Accord Associates assist clients by providing consultation with respect to the appropriateness and integration of Human Resources Measures, Performance Programs, and Compensation and Rewards as it relates to the Financial capability and strategy of the organization.

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Financial Education and Seminars

Accord Associates provide educational seminars related to corporate and personal risk management as well as asset accumulation and protection.

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Outside of Accord

Through our strong affiliation with qualified CGA personnel, who have worked closely with us for some time, Accord can arrange for the following services outside of Accord Consulting, and provided directly to the client:

  • Preparation of financial statements
  • Preparation of tax returns both personal and corporate
  • Bookkeeping services
  • Estate and investment advice, planning or counsel
  • Work related to mortgages and mortgage acquisition or provision

Through our strong affiliation with qualified CFP personnel, who have worked closely with us for some time, Accord can arrange for the following services outside of Accord Consulting, and provided directly to the client:

  • Individual financial planning products that require licensing, including Mutual Funds, Insurance, etc.