As a business owner, we don’t have to tell you that your taxes are only a small part of your overall financial picture.

Managing the finances of a successful business in today’s climate takes an unprecedented level of expertise, professionalism, patience, and determination.

You live and breathe it every day.

Payroll, insurance, profit & loss, overhead, investor relations, risk management, bad debt reserves, raising capital… the list of financial considerations for a business owner is seemingly endless. And in a time when remote work (and remote hiring) becomes more the norm rather than the exception, business owners need to think about more complex tax scenarios like handling multi-state registrations and nexus calculations.

There is an ever-present need for objective financial expertise that can provide wise counsel in all of these areas.

In light of this need, we have sought out the input of many of our clients to learn more about how we can arrange our relationship to provide them the service they need, when they need it. These conversations were the impetus for the creation of our concierge service offering. Business owners can now customize our relationship by selecting the concierge tier that best suits their needs. Whatever they select, they're getting regular access to a trusted advisor with the high levels of efficiency, security and productivity that clients of the Rivlin Group have come to expect without sacrificing internal control, compliance and rigorous documentation.