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Christina Ryan

Christina Ryan

CPA – MANAGING DIRECTOR OF FAMILY OFFICE SERVICES Christina started her career in public accounting with PwC, where she worked in the Transaction Services and Audit groups handling corporate acquisitions, divestitures, and technical accounting for Fortune 500 companies. She then worked at Invesco Real Estate, a multi-billion-dollar real estate investment manager as a Senior Accountant and Assistant Controller over financial reporting and fund accounting. Christina served as a Controller in the Private Wealth group at Burgher Haggard before becoming the Managing Director of Family Office Services. Christina has a Masters of Accounting from the University of North Carolina at Chapel Hill and is a Certified Public Accountant.

Recent posts by Christina Ryan

2 min read

Pros and Cons of Outsourcing Accounting vs. Maintaining Internal Staff

By Christina Ryan on Sep 23, 2020 12:53:00 PM

Choosing to maintain internal accounting staff and resources or to make the shift to outsourcing can be a difficult decision. This choice looks different for everyone, but thinking through the advantages and disadvantages of each will help you make the right call for your family or business.

Topics: Outsourced Accounting
3 min read

Tips for Writing a Successful Request for Proposal (RFP)

By Christina Ryan on Sep 23, 2020 12:48:29 PM

If you’re on the path to outsourcing a portion or all of your financial administration and reporting, you need to select the right firm to help you:

  • maintain privacy
  • save time and money
  • simplify your office
  • scale to the growing complexity of your financial goals

But to choose the best candidate for your family or business financials, you need to start with creating a quality request for proposal (RFP) — a document that sets your expectations from the start. While putting together an RFP can take some time and effort on the front end, it helps ensure you receive quality responses and key information from serious candidates.

Here’s how you can write a successful RFP to streamline your firm selection process and select a strong partner with whom you can trust your financial administration.

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Topics: Outsourced Accounting Request for Proposal