To: Shiloh Milliner
From: Liam McKay
Subject: Finances/Accounting
Mr. Milliner,
Firstly, thank you for agreeing to look over my finances – it never hurts to have a talented accountant such as yourself go over what the previous accountant(s) have done. Now, on to business, if I may.
As to my personal finances, I would like to diversify my portfolio. The goal I have in mind is to expand my own personal finances, while still leaving some enmeshed in the business I co-own with Octavia West and Sayuri Kitagawa.
As a minimum baseline, I would like to maintain my personal business at the same high-quality I offer now. Additionally, I would like to be able to maintain contributions to the various charities I prefer to donate to, and to maintain my current lifestyle. Any income I receive is to be funneled into interest bearing accounts or CDs – whichever you think best in the long run. Eventually, I may wish to expand into other endeavors. The ultimate goal is to build up so that I can maintain my needs for many years to come, as well as some wants, with some significant growth along the way.
Additionally, I’d like to ensure that I can continue to pay my employees at above-market value, with benefits. I would like my assets to be protected as well. Help with not getting audited would be appreciated as well.
Should I have any further questions, concerns, or needs, I will be in contact.
Sincerely,
Liam McKay