White glove CFO services for sophisticated financial clientele
Who We Serve
A versatile approach with consistent results.
Real Estate Private
Equity Funds
Accredited
Investors
Real Estate
Developers
Real Estate
Family Offices
From the Stonehan Vault
Why CFO-Level Oversight Is the Missing Layer in Most Funds
CFO-level oversight connects fund structure, financial reporting, compliance, and capital management. Learn why integrated oversight is essential for scaling funds with confidence. ...more
Investor Education
February 24, 2026•2 min read
Why Financial Reporting Is the Real Trust Signal for Fund Managers
Investor-grade financial reporting builds trust, supports fund operations, and reinforces governance. Learn why CFO-level oversight turns reporting into a strategic advantage for fund managers. ...more
Investor Education
February 17, 2026•3 min read
How Fund and Entity Structure Shape Reporting, Operations, and Investor Confidence (Part 2)
Entity structure shapes fund operations, reporting, and compliance long before performance suffers. Learn why fund managers need CFO-level oversight to align structure with scale and investor expectat... ...more
Investor Education
February 10, 2026•3 min read
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
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.
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:
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.
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.
4th generation real estate developer
Institutional quality reporting, boutique quality attention
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