Your New 'In-House' CFO
Every business, privately-owned or institutional, has distinct needs relative to the financial operation of their business. Oftentimes you may be balancing a budget with the need to have an in-house finance department. Now, you can have access to Colony’s comprehensive, fully integrated business management services.
Business Management Services
Consider us your one-call, cost-effective business management solution.
Businesses and non-profits, their owners or committees, all face challenges that can divert your focus away from your main goals: business growth or mission sustainability. We help keep you on track and in control – whether your focus is to generate profits and grow your business or achieve your mission while sustaining your organization. Our business management team specializes in services for businesses and non-profits, providing you access to CPAs and financial professionals across a wide array of core areas.
Planning & Forecasting
Financial planning and reporting; accounting, accounts payable, and reconciliation; cash flow, budgeting, and forecasting.
Operational Support
Expense management and bill pay; controller services; contract management; financial concierge and comprehensive tax services.
Insurance & Compliance
Supporting owners and committees in areas like insurance, compliance and entity selection.
PAYROLL & HUMAN RESOURCE ADMINISTRATION
Professional HR resources for your growing business.
Managing payroll and employee benefits can drain time and resources. We help you get back to business with the confidence that you have an experienced team handling the complex details.
- Payroll administration and compliance
- Benefits administration -401K, HSA, FSA, etc., provided directly or in conjunction with third party providers
- State compliance administration
- Hiring process management
BUSINESS CONSULTING
Leverage our expertise to improve your financial operations.
As you grow your business or non-profit organization, you need smart, proactive advice to meet your changing needs. Our expertise and ongoing advice can help position organizations to maximize their financial performance and drive results.
- Review and institute internal controls
- Analyze your financial operations
- Develop best practices
- Coordinate an overall business management strategy
Explore Sue's Story.
Like many business owners, Sue wanted the expertise and guidance to successfully transition her life’s work—her business—and prepare herself and her family for a promising future. Read more.
Meet Some of Our Specialists
Kelly Anastasi
Director, Business Management
As Director of Financial Management Services, Kelly brings over 30 years of experience in the finance and tax industry. She leads the Financial...
Paul Shapero
Senior Vice President, Business Management
As Director of Family Office Services, Paul leads a team of financial professionals who provide family office and financial management services to current...
Expand your financial capabilities today.
Our business management specialists are here to help you grow.