COMPLEX FINANCIAL ADMINISTRATION, MADE SIMPLE.

Burgher Haggard provides trusted business process outsourcing for individuals and organizations with complex financial administration needs.

Clear financial reports
so you know what you own and how it’s doing

Trusted professionals
relieve you of back-office operations

Tax services & strategy
so you’re covered and confident

You should have more time to focus on the big picture of your enterprise.

Your financial reporting and administration require close attention, total transparency, in-depth planning, scalability, and best in class technology. At Burgher Haggard, we aim high to simplify your day-to-day. Our experienced team handles your back-office processes and complex financial administration, so you can focus on the big picture of your enterprise.

Family Office Services

Achieve personal and professional balance by simplifying your day-to-day. Partner with us for family office services, including financial administration, clear and consolidated reporting, and key personnel outsourcing.

Portrait of cheerful extended family standing at the park

Oil & Gas

Whether you’re a newcomer to the industry or an experienced operator, managing oil & gas assets can be a full-time job. Successful management requires specialized software, attention to detail, and industry knowledge – all of which are difficult and time-consuming to acquire. Let us put our systems and expertise to work for you and simplify the management process.

Real Estate and Construction

Complex real estate holdings require close attention, in-depth reporting, and expert back-office administration. We customize our services and approach to the unique needs of your real estate holdings, including complex financial reporting for various ownership structures, construction draw administration, and investor relations administration.

Tampa, Florida, USA downtown skyline on the Hillsborough River.

Private Equity

Raising capital and investing is where you need to spend your time, not bogged down with back-office responsibilities. Leverage our professionals to manage investor correspondence, create complex financial reports, and develop comprehensive tax strategies.

Woman meeting financial adviser in office

Accolades

2021 Family Wealth Report Winner for Best Multi-Family Office 2.5B-5B AUA

2021 Family Wealth Report Finalist for Best Accounting Firm

2021 Family Wealth Report Finalist for Best Business Process Outsourcing Firm

2022 Wealth Tech Americas Winner for Best Transaction Processing

Burgher Haggard Featured in REDNews – Nov. 2018

2021 PAM Finalist for Best General Ledger (Private Asset Management Awards)

21972-312_SOC_NonCPA

Choose with confidence.

At Burgher Haggard, you can trust that your information is secure. We conduct annual System and Organization Controls (SOC) Audits to ensure best practice policies and procedures.

Want to learn more about our services and team?

Dive into one of our blogs below, brought to you by our best-in-class team of financial administration professionals.

3 min read

The Cost of Internal Team vs. Outsourcing Financial Administration

Feb 3, 2021 by Clint Haggard

As your business grows, your financial administration needs become more complex. From organizing and filing taxes to...

3 min read

7 Tips for Opening Up to Young Adult Children About Family Wealth

Oct 29, 2020 by Clint Haggard

It’s hard to know when to open up to your kids about family assets and wealth. At some point, you probably plan on...

2 min read

Pros and Cons of Outsourcing Accounting vs. Maintaining Internal Staff

Sep 23, 2020 by Christina Ryan

Choosing to maintain internal accounting staff and resources or to make the shift to outsourcing can be a difficult...

At Burgher Haggard, we aim high to simplify your day-to-day. Leave the industry complexities to us.