Elite CPA Services for the Real Estate Industry
Looking for a CFO with institutional experience and entrepreneurial execution?
Then you’re in the right place.
Here at Stonehan, we bring a unique combination of entrepreneurial and Big 4 institutional experience. We take pride in our ruthless attention to detail, professional skepticism, and relentless pursuit of opportunities that meet only the highest standards for financial performance.
We serve the real estate industry, family offices, private equity fund managers, and accredited investors.
From the Vault
The Tax Battle Plan: What Fund Managers Really Need From Their CPA
Fund managers don’t need another CPA to file history. They need a battle plan: a proactive roadmap that aligns fund docs, captures GP allocations, and protects credibility. ...more
Investor Education
October 22, 2025•6 min read
The Cost of Waiting: Why Fund Managers Lose Millions in Compounding Savings
Every year fund managers wait to plan, they overpay the IRS and lose compounding savings. Missed elections, lost depreciation, and credibility damage all add up fast. ...more
Investor Education
October 22, 2025•6 min read
The Hidden State Tax Trap at Disposition
State taxes can blindside fund managers after a sale. Without planning, GPs risk clawing back investor distributions or absorbing six-figure bills themselves. ...more
Investor Education
October 22, 2025•6 min read
Featured Podcast Appearance
James Bohan on the RIZZ Podcast:
How financial strategy can supercharge marketing and business development in commercial real estate.
In his appearance on the RIZZ Podcast, James Bohan, founder of Stonehan, reveals powerful insights on using financial strategies to elevate your real estate marketing and growth. Discover James' unique journey from family dinners discussing property deals to innovative solutions for affordable housing and boutique hospitality investments.
Watch this if you're serious about keeping more of what you earn, and building a portfolio that lasts
Seven Critical Factors Most CPAs Overlook
There’s a difference between working with a CPA and working with an entrepreneurial CFO focused on serving fellow entrepreneurs. At Stonehan we guide our clients by going beyond surface level investigation, into the nuances that only sophisticated investors can appreciate.
Services we offer
Accountancy
Outsourced CFO Support for Real Estate
Strategic Tax Advisory
Consolidated Financial Reporting
White Glove Tax and Accounting
Ongoing Compliance
Back Office Support
Real Estate Private Equity
Our private equity funds are focused on strategically selected assets in geographic locations that prove themselves despite our ruthless skepticism. We provide comprehensive financial oversight and institutional quality reporting for every asset in our portfolio.
Qualifications
Certified Public Accountant (CPA)
Master's in Real Estate Development
CFO with $1B of transactional experience
4th Generation Real Estate Developer
Big 4 Experience
Series 7 (inactive)
What My Clients Are Saying...
“James has been instrumental in driving our investment structures and initiatives to be the most tax-efficient possible. His experience as a private equity CFO has proved invaluable to us on our routine calls.”
Tyler Lyons, Chief Investment Officer
“Stonehan has worked closely with me over the years to deliver timely custom KPI reports and financial statements that help me get a whole picture of my real estate portfolio and tax position. Over the years James has become a trusted advisor to my family and takes care of our comprehensive tax strategy.”
Ivan Matthew, Real Estate Developer
“After frustrating delays and a lack of professionalism from our prior tax preparer, working with Stonehan Accountancy has given us a great peace of mind to know that our investors are getting their K1s timely done by someone who cares, follows proper tax law, and has Big4 level experience.”
Hunter Thompson, Founder, ASYM Capital
Why Stonehan
As a CFO with both institutional and entrepreneurial experience, Stonehan has the unique ability to offer strategic, personalized, and forward-thinking financial solutions that resonate with real estate family offices and high-net-worth individuals.
4th generation real estate developer
Institutional quality reporting, boutique quality attention
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