Private Client Services
Your family's financial life, organized and in one clear picture.
CPA-led accounting and financial support for individuals and families who want their financial affairs organized, their records maintained, and their finances easier to understand.
Whether you need everyday bookkeeping and bill payment or accounting across multiple properties, investments, and entities, I provide hands-on support tailored to your needs, and coordinate with your CPA and advisors so everyone works from accurate, up-to-date information.
When your finances look more like a small company than a household.
Many of the families I work with have multiple LLCs, rental or investment properties, private fund interests, and a team of outside professionals, but no one whose job is to keep it all accounted for. That's where I come in.
- Business owners and executives after a liquidity event
- Families holding real estate across several entities
- Investors with private equity, venture, or fund interests
- Family offices that need a part-time accounting function
- Families who want a steady, trusted set of eyes on their records
Accounting and reporting built around your whole picture.
Personal & Family Accounting
Hands-on bookkeeping for personal and household finances: transaction categorization, account reconciliations, expense tracking, and organized records, kept current and ready when you need them.
Bill Payment & Financial Administration
Tracking bills, coordinating payments, monitoring cash flow, and maintaining payment records, so day-to-day financial tasks never become a burden.
Multi-Entity & Investment Accounting
Accounting for LLCs, partnerships, and trusts, including income, expenses, capital calls, distributions, and investment activity across your family’s entities.
Real Estate Portfolio Accounting
Property-level and portfolio-level accounting for rental and investment real estate, drawing on extensive experience in real estate finance and operations.
Financial Reporting & Cash-Flow Oversight
Consolidated net worth statements, cash-flow summaries, and budgets that bring your accounts, entities, and properties together into one clear picture.
Coordination With Your Advisors
Working alongside your tax CPA, estate attorney, and wealth advisor, providing organized records and accounting information that keep everyone informed.
Discreet, steady, and easy to work with.
Conversation
A confidential call to understand your entities, accounts, and the people already on your team.
Assessment
I review where your records stand today and propose a clear scope and cadence.
Clean-Up & Setup
I bring the books current and set up a structure that fits your holdings.
Ongoing Reporting
Regular reconciliations and reporting, with a direct line to me whenever questions come up.
Senior experience, personal attention.
CPA-Led
CFO-level experience in real estate accounting, finance, and investment, applied to your family's finances.
Thoughtful Safeguards
Every payment and transaction is documented and reviewed, giving you peace of mind and a clear record of where your money goes.
Direct & Discreet
You work directly with me, not a rotating team, and your information stays private.
My services focus on accounting, bookkeeping, financial administration, and reporting. I work alongside your existing CPA, attorney, investment advisor, and other professionals, providing organized financial information and accounting support without replacing their specialized advice. Investment decisions, legal services, and tax return preparation are outside the scope of my services.
Let's start with a conversation.
Tell me a bit about your situation, and I’ll set up a confidential 30-minute call.