Corporate-quality support. Independent-firm flexibility.
CPA support for independent advisory firms, family offices, and investment-heavy clients — without the corporate-provider friction.
Hedge funds·Separately managed accounts·Private equity·Venture capital·Family offices·Private investment funds
You don’t need a corporate provider to get corporate-quality work.
Work directly with the CPA responsible for the engagement.
A relationship designed around your structure, your workflow, and your deadlines — not the limits of a mass-market platform.
A focused, technical resource — tailored to your team, your investors, and the work actually in front of you.
I started where most CPAs don’t — not in public accounting, but inside fund administration.
My foundation is tax and markets. I earned my Master of Science in Taxation at Wayne State University, concentrating in federal shareholder taxation — picking up a lasting fascination with capital markets, and an intellectual understanding of the structures and systems beneath them.
I started in hedge fund administration — fund accounting, financial statements, audit support — and over roughly a decade the work widened across the investment landscape: hedge funds, private equity, venture, segregated managed accounts, the private funds in between, and the family offices investing across all of them.
What stayed with me wasn’t the range. It was the same problem, seen from three sides of the table.
Inside a large administrator, I saw the “organization” that was anything but: every client forced onto one system, bespoke work written off as unprofitable, and handoffs between teams that opened cracks — right where the specifics that matter most slip through.
What happens when a firm self-administers. Control stays in-house, but the work has to go somewhere: onto a team already stretched by scaling, or onto full-time hires who bring headcount, HR, and overhead of their own.
The family offices I served were the investors in those same funds — so I saw the receiving end. Statements that went unread, audited financials like a foreign language, handed to the professionals, and a scramble to get the right data into the right hands.
Across all three seats, the same imbalance kept surfacing — and it’s not the one people expect. The firms with the best technology too often sidelined their best people, or asked them to stop thinking and just process. The firms with the sharpest people were starved of real tools. Almost everyone invested in one or the other. Almost no one invested in both.
That’s the gap I built this firm to close.
Capabilities, not a commodity menu.
Support structured around the relationship — recurring accounting and reporting, investor and family-office work, review and audit coordination, tax planning, and the advisory-firm projects that keep getting deferred.
RIA & Advisory Firm Support
Independent advisory firms get a financial back office that fits how they actually run — entity-level and owner-comp reporting, tax-aware financials for the management company and its principals, and the operational projects that always slide to next quarter, finally moved forward. Your team keeps its attention on clients and capital; the books stay handled.
Accounting & Financial Reporting
Monthly and quarterly statements, management reporting, and reconciliations — built to match how your firm needs to see the numbers.
Investor Entities & Family Offices
Partnership accounting, K-1 and tax-package coordination, investor reporting, and trust and entity coordination.
Tax Planning & Compliance Coordination
Business and individual compliance, estimates, and entity-structure considerations — coordinated with your advisors, not siloed from them.
Review & Audit Support
Financial statements, PBC schedules, workpapers, and footnotes — auditor questions handled before they become a scramble.
System Conversions & Data Integrity
Your side’s eyes during a migration the provider runs: independent tie-out that converted balances reconcile to source, field-level legacy-to-new mapping, control totals and exception reporting, validation and integrity checks, and the reconciliation workbooks the migration wizard quietly skips.
your stack + a critical-thinking CPA = work products that fit your needs
Keep the tools you already use — or any you choose. Capable people and capable technology were never supposed to be a tradeoff.
Shaped around how your firm already works — and flexible as you grow, add complexity, or change providers.
Start a conversation.
No intake form, no queue. You reach me directly.