Boutique professional services firm offering financial administration, consolidated reporting, and consulting tailored to individuals, family offices, non-profits, and private equity funds.
Burgher Haggard is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting. We tailor our services to the needs of individuals, Family Offices, Non-Profits, Hedge and Private Equity Funds.
We structure our staff, technology and processes around generating useful financial reports which help our clients and their investors/shareholders understand what they own and how it's performing. Clear financial reports so you know what you own and how it’s doing Trusted professionals relieve you of back-office operations Tax services & strategy so you’re covered and confident You should have more time to focus on the big picture of your enterprise. Your financial reporting and administration require close attention, total transparency, in-depth planning, scalability, and best in class technology. At Burgher Haggard, we aim high to simplify your day-to-day. Our experienced team handles your back-office processes and complex financial administration, so you can focus on the big picture of your enterprise. At Burgher Haggard, we aim high to simplify your day-to-day. Leave the industry complexities to us.
Specialized industry expertise in oil & gas, real estate, and private equity
Enterprise-grade technology with robust security and scalability
Cross-trained team with segregation of duties to minimize key man risk
Fixed-fee pricing model based on scope of work rather than AUM
Comprehensive tax services and strategy
Virtual operations enabling nationwide client service
Services
Financial Administration
Tailored financial administration services including back-office operations, complex financial administration, and scalable technology solutions.
Clear financial reportsTrusted professionals for back-office operationsTax services & strategy
Consolidated Reporting
Unified financial reporting across various entities and asset classes.
Enterprise-grade technologyCustomizable dashboards and reports
Consulting
Strategic consulting services to optimize financial operations and investment strategies.
How can you ensure my finances will be safe and kept in the highest confidence? +
We ensure the highest confidence in your finances through system-enforced separation of duties, local and national background checks on every employee, and an annual SOC Audit to guarantee effective and accurate management of client finances.
Is your pricing based upon Assets Under Management (AUM)? +
Our pricing is based on the time required to complete an outlined scope of work, rather than assets under management. Most of our bookkeeping work is performed under a fixed fee model where the scope of work is billed monthly or quarterly, based on the estimated time to complete the set scope.
Do you serve clients across the United States? +
Yes, we serve clients located across the United States. Our technology enables us to communicate with clients, obtain approvals, and deliver reporting virtually so we are accessible to our clients, regardless of where they are located.
What does the bill-pay and approval process look like? +
We receive bills for our clients via a folder within our secure portal, an email inbox designated for a specific client, a client PO box that we check daily, or a combination of a couple of these. Once a week, a member of our team will input the invoices into accounts payable for processing. These invoices will be reviewed and posted by another member of the team. The list of invoices cued up for payment will be sent via email to you for your approval. This email will include a list of the invoices with links for you to view each invoice. Once you reply to the email with your approval, a third member of the team will initiate payment for these invoices.
I’m used to having people around me to do all my company and personal accounting and back-office work. Why change that? What are the benefits of outsourcing? +
By outsourcing your accounting, you may be able to get the same work done for a lower cost, without the need for a physical office. You will also be able to spend your time doing what is the highest and best use of your time, which may not be managing others, creating processes, or setting up technology. Outsourcing your accounting also allows you to travel more freely and live in multiple places as your staff is virtual. Key man risk will also be minimized as our team members are cross-trained and we are set up to handle team changes without reporting being affected. Our staff is also highly motivated to find the best technology and processes to make their jobs more efficient. Our structure with segregation of duties helps minimize the risk of error and fraud compared to an in-house accounting team. Our firm also has robust insurance protection as well as exposure to various processes best suited for clients like you.
Do you manage investments? +
We do not manage investments or provide investment advisory services. We provide independent investment aggregation and reporting services for all types of liquid and illiquid investments.
