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Our Family Office leadership, Matt Yakstis, CPA, and Josh Goldsmith, CPA, join others in the accounting community for Sage Transform 2022 in Orlando.

The Sage conference provided a great opportunity for GMAG to connect and share insights with other accountants about best practices and financial reporting, while exploring the latest in accounting technology.


About GMAG Family Office
GMAG’s Family Office service offering is unique to each family and provides support by acting as a quarterback for a family’s financial life. Within our Family Office Division, our Certified Public Accountants provide a wide range of services including tax planning, cash flow management, and bookkeeping.

Tax Planning
We coordinate the document gathering, tax planning, and return preparation process with a designated accountant. Our goal is to identify optimal strategies to mitigate tax liabilities.

Cash Flow Management l Bookkeeping
We offer a full suite of bookkeeping services such as vendor management, receipt and disbursement tracking, and monthly net worth and cash flow reporting. We analyze income and expenses to help better manage a family’s spending by preparing personalized budgets and variance analysis.


To learn more about Sage Transform 2022, please click here.