Every engagement begins with a private conversation about what's actually taking up your time — then we build a scope of work around it. The everyday and the exacting are handled by the same team, to the same standard.
Everyday concierge work and forensic-level scrutiny, offered as one integrated service — not two separate ones.
We review, question, and pay your household and business bills — protecting cash flow and catching charges that shouldn't be there before they become habit.
Clean, organized statements prepared for your CPA ahead of filing — including the October 15th extended deadline, when rental income and multiple properties make April unrealistic.
Tenant coordination, rent collection, cyclical maintenance, and a trusted bench of plumbers, electricians, and contractors — including turnkey setup of a newly purchased property, with access to curated furnishings where needed.
We build and manage the relationships — attorneys, realtors, contractors, wedding planners — and translate between you and them, so decisions get made without a dozen phone calls.
Supervision of household staff, vehicle and home repairs, travel pricing, and one-off projects that need a capable hand and no hand-holding.
Documentation, statements, and preparation support for mortgage and refinancing applications — organized before your lender asks.
A close read of the statements you assumed were correct — club dues, vendor invoices, contractor quotes — checked line by line for errors, overcharges, and figures that simply don't foot.
Carefully prepared, court-ready financial affidavits. A single overlooked figure here can affect alimony and settlement outcomes for years — we make sure it doesn't.
We identify when the numbers someone is presenting don't match reality — whether that's an unreconciled account, a missing payment, or a claim that doesn't hold up to scrutiny.
Financial verification support for business or property purchases, giving you a clear, independent read on the numbers before you commit.
Tell us what's taking up your time, or what doesn't look right — we'll tell you honestly whether we can help.
Request a Consultation