White glove CFO services for sophisticated financial clientele

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Who We Serve

A versatile approach with consistent results.

Real Estate Private

Equity Funds

Accredited

Investors

Real Estate

Developers

Real Estate

Family Offices

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High-touch services with institutional expertise

Real Estate

CFO Services

Accredited

Investors

Real Estate

Developers

Hard Asset Management

Private Equity

Administration Services

Business Consulting

Private Banking &

Lending Relationships

Consolidate Net

Worth Picture

Spend Management

Featured Podcast Appearance

CEO and Founder, James Bohan recently sat down with Matt Owens, a fellow CPA and Investor, on his podcast Masters of Real Estate. In this episode James shared tax planning and investment strategies to help real estate professionals keep more of what they earn.

Get actionable advice on how to optimize your finances through smart planning, cost segregation, and understanding tax laws that can directly impact your bottom line. They also dive into creative real estate strategies, the role of technology in managing assets, and the importance of surrounding yourself with the right team.

Whether you’re an active investor, a passive investor, or just starting out, this episode is packed with valuable insights to help you navigate real estate and taxes like a pro.

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Our Proven Track Record

Client saved over $200,000 in taxes

Client Challenge:

Starting and growing a business is no small feat, and navigating the complexities from formation to exit can be daunting. One of our clients faced this challenge, needing expert guidance to structure their business in a way that would optimize their financial outcomes, especially when it came time to sell.

Stonehan Accountancy Solution:

At Stonehan Accountancy, we specialize in comprehensive business structuring that looks at the bigger picture. From the initial formation of the business, we worked closely with the client to design a structure that would not only support their growth but also provide significant tax advantages when it came time to exit.

Outcome:

By meticulously planning and strategically structuring the business, we were able to save our client over $200,000 in taxes upon the sale of their business. This wasn't just about compliance—it was about foresight, strategy, and maximizing financial gain.

Key Takeaway:

Stonehan Accountancy is dedicated to more than just managing numbers. We offer strategic insights and proactive planning that lead to substantial financial benefits. From the very beginning to the final sale, our expertise ensures that every decision made is one that contributes to your financial success.

Are you ready to see how strategic business structuring can transform your financial outcomes? Contact Stonehan Accountancy today to learn how we can guide your business from formation to a successful exit, with significant tax savings along the way.

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Seven Critical Factors Most CPA's 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.

Real Estate Private Equity Services

Comprehensive Fund Administration Services

Outsourced CFO Support
Strategic Tax Advisory
Consolidated Financial Reporting
White Glove Tax and Accounting
Ongoing Compliance
Back Office Support

Start Up Consulting

Advise on fund and management company organizational best practices
Business model consulting
Review and advise on fund formational documents
Attorney and compliance partner network referrals

Investment Accountancy

Fund Accounting
IRR & Performance Calculations
Asset Management Reports
DDQ Compliance Assistance
Investor Portal Management
KYC/AML/Accredited Investor Due Diligence Management
Fund Formation Consulting
Audit Coordination

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.