Every CEO needs a Personal Finance Assistant

Financial clarity and convenience that increases your efficiency.

Did that payment to the new contractor go through on the AMEX?

Checking…

It’s paid and pending. I’ll let you know when it posts.

Thanks

Reports designed to answer the questions that are most important to you.

Simplified reports for Maximum Visibility.

Family Spend This Month

Family Spend Pattern - Q3

$649/mo.

For CEOs that want to increase visibility on their household spend, budget for future endeavors, and have a go-to finance assistant.

Monthly retainer includes:
- Up to 10 hours of dedicated accounting and assistance
- 1 Customized Personal Expense Report
You and your dedicated assistant will setup a monthly flow that works for you!
Once your accounts have been gone through for the period, every month-end close will be followed by a customized report delivered to your inbox!
And in between the monthly flow? That’s up to you! You can reach out to your personal finance assistant for:
- Bill Pay & Organization
- Budgeting
- Financial Paperwork Management
- Bank Account Management
- Financial Advocacy
What if I exceed the designated hours? No problem! Additional hours are billed at $65/hr

$1,279/mo.

For CEOs & Entrepreneurs that have money going in many different directions, and need to consolidate information in one place.

Included in the monthly retainer:
- Up to 15 hours of dedicated accounting and assistance
- 2 Customized Monthly Expense Reports - Personal & Business
You and your Finance Manager will setup a monthly flow that works for you!
Every month-end close will be followed by customized reports delivered to your inbox!
And in between the monthly flow? That’s up to you! You can reach out to your Finance Manager for:
- Bill Pay & Organization
- Budgeting
- Financial Paperwork Management
- Bank Account Management
- Financial Advocacy
What if I exceed the designated hours? No problem! Additional hours are billed at $85/hr

The accountants you want to talk to.