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
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
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 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
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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