There's a gap between what you earn and what you keep.
Coordinated tax, accounting and finance work directed by one team rather than three professionals who never speak to each other.
Book Your 30-Minute ConsultationThirty minutes to see whether we are the right fit. No preparation needed.
How we help
Three services, run as one
Most firms keep tax, accounting and finance in separate boxes and let the client do the coordinating. We do not.
Tax advisory
Your returns read forward as a plan instead of backward as a record. Every strategy that applies to you, in the order it should be done.
Tax advisory
Bookkeeping
Clean books, closed on time, every month. The numbers everything else depends on, kept current rather than caught up in March.
Bookkeeping
Fractional CFO
Senior finance leadership without a full-time hire. Cash, margin, pricing and the reporting a lender or a buyer will ask for.
Fractional CFOWho we serve
Business owners, investors, and high earners with real complexity
Business owners
Operating companies where the entity structure, the compensation mix and the balance sheet are decisions rather than accidents.
Investors and property owners
Real estate, equity positions and concentrated holdings, where the timing of a decision matters as much as the decision.
High earners with complexity
Multiple entities, multi-state exposure, or salary plus equity compensation that nobody has looked at as one picture.
The difference
Nothing here is siloed
A family office is a private team of tax, investment, estate and finance specialists working on one family's financial life, all talking to each other. It costs several hundred thousand a year, so it was built for a few hundred families.
If you earn well, your financial life is not proportionally simpler. You just were never offered the coordination. Your tax work, your books and your finance function run against one view of you, which is the part almost nobody else does.
Where it starts
A consultation first, then the assessment
The first conversation is thirty minutes and it costs nothing. We are working out whether there is enough here to be worth your money. If there is not, we will tell you.
If we are a fit, the assessment is $5,000. Your last two or three returns read forward as a plan, your entity and ownership structure reviewed, your retirement and equity position mapped, every applicable strategy named and sequenced, and a plain statement of what does not apply to you and why.
It is billed on its own, separate from any engagement that follows. The analysis is yours to keep either way.