Private Wealth Management

At Rubino, we understand the unique strategic and financial issues that nonprofit groups face daily. Reliance on unpredictable income and volunteer workers makes it much more difficult to deliver a consistent product or service.

We can alleviate this uncertainty by developing solid financial strategies that your organization can always count on.

All organizations need accounting services. Where they get it can be the difference between success and failure. Too often, businesses take on accounting services themselves, which may work in the very beginning, but fail as the business grows and financial needs become more complicated.

Instead, choose a scalable approach. Outsourced accounting services provide a framework for growth that will sustain your business years into the future.

Housing authorities must operate with total transparency. The financial documents they produce each year have to be detailed enough to withstand intense scrutiny, which is why many choose an outsourced option.

Rubino specializes in the needs of public housing authorities, and with our expert affordable housing team, your agency can expect reliable guidance and high-quality services that are efficient, timely, and informative.

When your individual income is closely tied to your small business or nonprofit fundraising, there is a tight distinction among personal taxes, financial reporting, and the needs of your organization.

Rubino understands these differences, and we’ve helped many clients manage their financial futures alongside their businesses or other entrepreneurial endeavors.

Healthcare providers have special financial reporting and data security needs. This is why many dentists, chiropractors, physical therapists, and the like turn to Rubino as their financial partner.

With us, you can operate with confidence knowing you have your financial bases covered and concentrate on providing the best possible care for your clients.

An accountant with the right mix of experience and industry knowledge can save you money and time. Rubino has worked with real estate property owners for decades. Accounting in real estate companies shouldn’t be a mystery; we can be your trusted resource.

We help our real estate clients achieve their goals by taking the time to understand their needs and providing the expertise of a large firm with the service of a small firm.

 Government contractors are under higher scrutiny because they operate in a field that requires transparency and compliance with shifting regulations. While government contracts can be lucrative and are highly sought after, the firms they get awarded to need to meet these stringent regulations and adjust when they are changed. Merely knowing what all the regulations are and what you need to do to meet them is a job in and of itself.

This is where Rubino comes in. When you partner with us, you can rest assured you will receive quality information and expert advice that keeps you ahead of changes to regulatory and accounting standards.