Outsourced Accounting Department

Get accounting support for your business at a fraction of the cost of hiring staff. Accounting services are tailored to your business’ size and complexity and expand as your business grows and your financial needs become more sophisticated.

BOOKKEEPING

As a Registered Investment Advisor,** PSP advisors are held to the highest fiduciary standard in the industry. We are required to serve our clients' interests first in all aspects of planning and to fully disclose potential conflicts of interest. This isn't just a policy, it's a legal obligation.  

PAYROLL

PSP and our advisors do not sell insurance or other financial products. We don't have the conflicts of interest which come from compensation based on product sales, commissions, kickbacks, or other forms of hidden compensation. Our loyalty is to our clients.

401(K) Plans

Your financial plan is tailored to your unique values, family needs, goals, and financial circumstances. You get a dedicated advisor, not a call center, who will work with the rest of our team to create and implement the plan that is right for you.

Controller Services

As a Registered Investment Advisor,** PSP advisors are held to the highest fiduciary standard in the industry. We are required to serve our clients' interests first in all aspects of planning and to fully disclose potential conflicts of interest. This isn't just a policy, it's a legal obligation.

Fractional CFO

PSP and our advisors do not sell insurance or other financial products. We don't have the conflicts of interest which come from compensation based on product sales, commissions, kickbacks, or other forms of hidden compensation. Our loyalty is to our clients.

Personal planning

Your financial plan is tailored to your unique values, family needs, goals, and financial circumstances. You get a dedicated advisor, not a call center, who will work with the rest of our team to create and implement the plan that is right for you.