Family Office Accountants

Our clientele includes a diverse range of individuals, from accredited investors to multi-billionaires. Drawing on our extensive experience in the family office sector, we provide a comprehensive financial process that empowers you to take control of your finances. By consolidating all necessary information and resources in one accessible platform, you will experience a heightened sense of organization and tranquility in your financial life.

As an outsourced family office, we collaborate with your existing team of key advisors to streamline and expedite workflows. Our objective is to enhance the effectiveness of the systems and strategies already in place. We recognize the importance of your current advisors and consider their active involvement vital to our mutual success.

ALL OF THE SERVICES ARE ALA CARTE. CHOOSE WHAT IS IMPORTANT TO YOU, AND WE’LL DELIVER THE VALUE.

Monthly Expense Reports

Imagine a world where you know exactly where your money went every month right after the month ended. We get closes done on a monthly basis and provide a CFO analysis of all the numbers. We provide an up-to-date Profit & Loss and a cash flow statement. If you would like to add a monthly budget, we can do that too!

BALANCE SHEET RECONCILIATION

If you’re looking for the complete financial picture, we’ve got you covered. We can tie out and update your net worth statement or business balance sheet. Assets and liabilities can vary in complexity. We don’t charge based on how much your assets are worth but rather on their complexity. The more detail you want, the more time it takes, and we price accordingly. We do fixed fee pricing for what YOU find valuable. Choose some or all of your Net Worth or Balance Sheet line items to be updated on a monthly basis.

BILL PAY & CONTROLLER WORK

Would you like to be hands-off and not pay any of your bills on a weekly basis? We offer a controller service where we manage all of your cash flow and bill payments. We put a process in place so you don’t have to have fire drills and vendor stress. Once you approve the bills, we take care of the rest. We charge a fixed rate based on your volume of bills.

DASHBOARDS & DATA AGGREGATION

We offer a simple dashboard with your personal KPI’S updated each month. This way you keep tabs on what’s important to you. And if you’d really like to supercharge your personal data, we organize your entire financial life on your behalf. Think about having all your assets, liabilities, respective documents, passwords, ect all organized where you can access all of your information at the touch of a button.

BUSINESS ACCOUNTING

We work with venture-backed companies as well as family businesses to provide them with the information to run their business. Each monthly close comes with a personalized CFO analysis. Every month there is an opportunity to grow and be more profitable with efficient processes and procedures. We’re here to help you grow every step of the way!

If you’re interested in exploring how we can work together to build your family office, we invite you to schedule a video call with us or complete the form below.