Elite financial 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.

Accountancy

Private Equity

Featured Podcast Appearance

CEO and Founder, James Bohan was recently a guest of Christian E. White on his podcast "Discourse with Christian." In this conversation, James shares his journey from a family background in real estate to founding his own firm and discusses current market trends in the mountain states, the importance of transparency in real estate investments, and the industry's challenges.

Visit the Media Gallery

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.