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 Hidden Cost of Poor Fund Structure (What Most Managers Get Wrong)
Poor fund structure creates hidden inefficiencies in fund operations, reporting, and investor communication. Learn how strong entity structure and CFO-level oversight support scalable fund performance... ...more
Investor Education
April 21, 2026•3 min read
Why Most Fund Reporting Breaks Down (And How to Fix It Early)
Weak fund reporting systems break as funds scale. Learn how investor-grade financial reporting, fund operations, and CFO-level oversight improve investor communication and long-term fund performance. ...more
Investor Education
April 14, 2026•2 min read
The Most Overlooked Risk in Fund Structures: Misaligned Incentives
Misaligned incentives between GPs and LPs create hidden risk in fund structure. Learn how GP LP alignment impacts fund operations, investor communication, and long-term fund performance. ...more
Investor Education
April 07, 2026•3 min read
Featured Podcast Appearance
James Bohan on The Christian Capitalist Podcast:
Hosted By Russell Gray
Fund managers, private equity leaders, and real estate GPs are not supposed to play by retail tax rules.
In this Podcast, CPA and fund CFO James Bohan breaks down how sophisticated investors and managers can legally make taxes “optional” using entity structuring, real estate, cash-flow driven equity, and values-aligned planning.
If you’re running capital, managing other people’s money, and care about both performance and principles (where your tax dollars actually go), this is your lane.
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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