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.

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4th generation real estate developer

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Institutional quality reporting, boutique quality attention

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