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.
Outsourced paralegal financial and other document compilation done at competitive rates — not lawyers' rates. Prenuptial, divorce, contractor damage, and tenant issues handled without taking up even more of your peaceful life.
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.
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