Services
Controller for Hire
As a collaborative accounting professional, we can provide businesses with senior and executive-level accounting expertise on a flexible, project-based, or interim basis. Our professionals bring structure, insight, and strategic oversight to finance operations—without the long-term commitment of a full-time hire.
Personal CFO/Wealth Steward
A Personal CFO—also known as a Wealth Steward—serves as a high-level financial manager for individuals or families with complex financial lives. Much like a business CFO or an entertainment manager, this professional provides comprehensive coordination, oversight, and reporting across all areas of personal finance, helping clients gain clarity, control, and confidence in their wealth. A Personal CFO helps clients live more intentionally with their wealth—ensuring the numbers match the lifestyle, the strategy supports the vision, and no detail falls through the cracks.
Professional Trust Services
Acting as a professional trustee or trust treasurer, we can ensure the trust is administered in the best interest of the trust beneficiary and is kept in compliance with the trust documents and governing laws. We will work to avoid any conflicts of interest between trust parties and maintain confidentiality of all trust matters.
General Business Services
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