Our Services
Defined Services. Documented Protocols. Consistent Delivery.
Every service is delivered through structured administrative protocols designed for families, fiduciaries, and the professionals who support them.
Core Services
Administrative Financial Oversight Services
Every service is delivered through documented protocols with defined approval thresholds and structured monthly reporting.
Bill Payment Oversight
Structured management of recurring and one-time bill payments. Every payment is documented, tracked, and verified against account records.
- Recurring bill scheduling
- Payment confirmation records
- Late fee prevention
- Vendor correspondence
Monthly Account Reconciliation
Comprehensive monthly reconciliation of all bank accounts, credit cards, and financial statements. Discrepancies and irregular transactions are flagged for review.
- Bank statement reconciliation
- Credit card review
- Discrepancy identification
- Irregular activity flagging
Financial Document Organization
Systematic processing, organization, and filing of all financial mail and documents into a structured system accessible to authorized parties.
- Statement organization
- Tax document filing
- Correspondence management
- Digital and physical systems
Expense Tracking
Detailed tracking and categorization of all income and expenses across accounts, providing clear visibility into spending patterns for clients and advisors.
- Categorized expense tracking
- Income verification
- Spending pattern analysis
- Monthly summaries
Monthly Reporting
Structured monthly reports delivered to clients, attorneys, trustees, and investment advisors on a defined schedule with consistent formatting.
- Account summaries
- Reconciliation status
- Flagged items review
- Delivered to all authorized parties
Professional Coordination
Ongoing communication and coordination with attorneys, trustees, CPAs, and investment advisors. Granitefield Financial serves as the administrative hub.
- Attorney coordination
- CPA liaison support
- Trustee reporting
- Advisor communication
Administrative Oversight Only
Granitefield Financial provides administrative financial oversight exclusively. This clarity protects our clients and ensures we complement — not duplicate — the work of your existing professional advisors.
Not Included in Our Services
- Investment management or investment advice
- Legal advice or legal representation
- Tax preparation or tax advice
- Insurance sales or financial product recommendations
- Power of attorney or legal guardianship
What You Can Expect
Every Granitefield Financial engagement is built on the same foundation: documented protocols, defined approval thresholds, and structured reporting.
- Documented scope of services for every engagement
- Defined approval thresholds and authorization requirements
- Monthly reconciliation reports delivered on schedule
- Structured communication with all authorized professionals
- Consistent reporting format across all client engagements
- Confidentiality standards protecting all client information
Discuss Your Administrative Oversight Needs
Granitefield Financial works alongside your existing attorneys, CPAs, and investment advisors to provide the administrative infrastructure your clients need.
Data Security
Your Financial Information Is Protected
Strict confidentiality and security protocols govern every aspect of our client engagements.
Secure Access Protocols
Defined access controls and authorization requirements for all account access and financial transactions.
Confidentiality Standards
Strict confidentiality protocols protecting all client financial information, personal data, and professional communications.
Document Security
Secure storage and handling of all financial documents with defined retention policies and access controls.
Professional liability (E&O) insurance coverage maintained upon policy activation. Certificate of insurance available upon request to authorized parties.
Ready to Establish Structured Financial Oversight?
Contact Granitefield Financial to discuss your administrative needs and how we can support your clients throughout Florida.