Business Management Services, namely,: Developing corporate structure and incorporating entities; Preparing, implementing and monitoring operational budgets; Paying monthly bills and managing accounts payable; Invoicing and managing accounts receivable; Bookkeeping and maintaining accounting records; Cash Management and assisting with credit acquisition; Tour administration and reporting; Coordinating investment plan; Managing risk and insurance program; Preparing periodic cash and financial statements; Family office management. Tax Management Services, namely,: Tax Planning; Federal, state and local tax preparation; Federal, state and local tax audit representation. Financial Planning services, namely,: Coordinating estate and retirement plan; Trust/Charitable Organization accounting; Reconciling investment statements; Preparing Charitable Organization, trust and estate tax returns; Family office management