BOOKKEEPING SERVICES

With our experience in most industry types and business situations, Glenridge provides an effective approach to bookkeeping which is custom tailored to each client based on their need.  Year-round bookkeeping services can be provided to ensure you can focus working ON your business; not IN your business.

In additional to helping you focus on growing your business, our bookkeeping services are a cost-efficient alternative to unnecessary overheads that come with in-house bookkeeping staff headaches.

 
 
 
 

FINANCIAL PLANNING & ANALYSIS

Let’s face it; the world of business is moving at a greater pace today more than ever.  Glenridge has been able to provide business clients with their financial planning needs including, but not limited to:
 

Company budgeting

Financial projections

Prior period analysis
 

Our services aim to help you and your management team focus on making tactical and strategic decisions to meet your short-term & long-term goals.

 
 
 
 

TREASURY MANAGEMENT PROGRAM

Glenridge launched its Treasury Management Program (“TMP”) in early-2017 with a goal to help assist our clients businesses focus on their growth strategy by being their back-office finance arm.

The Glenridge TMP is a customized program which allows businesses to have the support of a finance department at a fraction of the cost to do it in house.  Client’s are offered a service program with includes finance department needs in one full-service package. TMP clients typically employ Glenridge to assist with operational support such as:

  • implementation services
     

  • Regulatory filings and financial compliance
     

  • Planning and budgeting

  • Managerial bookkeeping
     

  • A/R & A/P processing
     

  • Vendor financial management
     

  • Operational assistance
    and procedure

 
 
 
 

INDIVIDUAL & FAMILY ESTATE PLANNING

Through our network of trusted estate planners and financial advisors, Glenridge can assist you in preparing or adjusting your estate plan.  With our guidance on all individual tax situations, and the help of our prominent network partners, ask us where we can help you get your plan in place for you and your loved ones.