Boutique accounting and back office
Accounting for complex businesses. Advisory for special needs families.
That is the whole practice. If your situation is complicated, you are not a niche to us, you are the entire job. Quiet, meticulous stewardship of your finances, not another flashy promise.
Meet the team
The people who will actually be doing the work.
Who we look after
If it is complicated, you are our people.
Most firms want tidy books and simple returns. We do the work that sits underneath complicated lives and complicated companies.
Complex Businesses
Multiple entities, different lines of business, cash flowing in circles, and a back office held together by memory and good intentions. We step in as the quiet operator who learns your world and makes it run.
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For Attorneys and CPAs
We plug into your clients' lives as their back office team while you remain the primary advisor. We handle the messy execution so your recommendations actually get implemented.
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Special Needs Families
We carry the invisible load so your adult child is protected now and long after you are gone. Benefits, trusts, caregiver payroll, and the daily administration nobody else is holding.
Read moreWhen the wheels come off
When you have just lost the person who kept it all together.
If you have just lost a bookkeeper, a parent who ran the company, or a CFO, you do not need a lecture. You need someone who can step in and keep the wheels on.
Stabilize
- Get access to bank accounts, payroll, billing and books
- Make sure payroll runs, bills get paid, and cash does not go missing
- Identify urgent deadlines, penalties, and compliance issues
Rebuild the picture
- Reconcile accounts and untangle what the last person left behind
- Document how money actually moves through the business
- Create simple reports so you can see where you stand right now
Take it off your plate
- Own the day to day accounting, back office, and financial admin
- Work with your existing CPA and attorney rather than replacing them
- Build controls so the business stops relying on one person
What we handle
One engagement. The whole back office.
You should not need four vendors and a spreadsheet to know where you stand. We hold all of it, and we work alongside the advisors you already trust rather than replacing them.
The books, run right
Bookkeeping, payroll, and the financial admin, handled on a rhythm you never have to chase. The unglamorous work that everything else depends on.
Taxes and compliance, quiet
Tax preparation, audit compliance, and clean records that keep you boring to the IRS. No surprises, no scrambles in April.
A CFO's eye on all of it
Reporting you can actually read, strategic planning, and a standing view of where the money goes. You see your position clearly, all year.
The first step for every client
Schedule a Risk Assessment
We learn how your world is wired, show you where the real risks are, and outline what it would take to fix them.
- A 45 to 60 minute conversation with our senior team
- We ask about your businesses, your family, and your current support
- We identify the most important financial, operational, and compliance risks
- You leave with a clear recommendation: what to do now, what can wait, and whether we are the right fit
Talk to us
Start with a conversation.
Every engagement begins the same way, with a risk assessment. We only take on a limited number of new clients each month, so that the ones we have are properly looked after.