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
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
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:
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.
Outcome:
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.
Key Takeaway:
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.
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.
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
