Jim Boyle is a managing director with Baker Tilly’s family office practice. He provides a wide range of strategic and administrative financial planning services to some of the Bay Area’s most affluent and successful entrepreneurs and families. With more than 20 years of experience, he leads multiple client engagements, performing family office accounting and reporting functions for high-net-worth individuals with multi-entity estates.
- Preparation of quarterly and yearly financial reporting packages
- Preparation of annual budgets
- Venture capital investment reporting, administration of capital calls and distributions
- Payroll processing, human resource matters and benefit administration
- Insurance reviews
- Coordination of supporting documentation for tax return preparation
- Entity annual report filings
- Preparation of 1099s, Business Property Taxes
- Oversight of cash management and accounts payable/receivable process
- Venture capital partnership and private foundation audit support
- Ad hoc analysis and various projects as needs arise
- California Society of Certified Public Accountants (CalCPA)