White glove CFO services for sophisticated financial clientele
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A versatile approach with consistent results.
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From the Stonehan Vault
Stonehan Hires Michele Mulkey as Chief Operations Officer
FIRM ANNOUNCEMENT: Stonehan Hires Award-Winning Leader Michele Mulkey as Chief Operating Officer
In the world of high-stakes real estate, growth is only as sustainable as the infrastructure supporting it. Today, we are proud to announce a major step forward in our firm’s evolution.
At Stonehan, we’ve always prided ourselves on providing "ruthlessly detailed" accounting and tax strategies for high-net-worth investors and fund managers. However, as our client base expands and the complexity of the portfolios we manage increases, we recognize the need for an operational architect who can match our strategic rigor with internal excellence.
The Architect of Efficiency
That is why we are thrilled to welcome Michele Mulkey to the team as our new Chief Operations Officer (COO).
Michele is an award-winning leader with a prestigious track record in profit team development and operational scaling. She doesn’t just manage workflows; she builds high-performance environments where precision is the default setting. Her background aligns perfectly with our "white-glove" ethos—ensuring that every client interaction is seamless and every institutional report is Flawless.
"Michele’s expertise in operational leadership ensures that as we grow, our internal infrastructure remains as robust as the strategies we provide our clients. She is an architect of efficiency." — JAMES BOHAN, FOUNDER
Why This Matters for Our Clients
For our real estate syndicators and fund managers, this hire is a signal of our commitment to your scale. By bringing in a COO of Michele’s caliber, we are doubling down on our promise to provide institutional-quality oversight with boutique-quality attention.
Michele will be focused on:
Scaling Service Excellence: Streamlining internal processes so our team can focus even more deeply on your complex tax strategies.
Team Development: Fostering an elite culture of "ruthless skepticism" and attention to detail.
Operational Innovation: Implementing cutting-edge tools to enhance reporting transparency and speed.
A New Era at The Den
Based out of our new headquarters at "The Den" in Coeur d’Alene, Michele is already hitting the ground running. Her arrival marks the beginning of a new chapter for Stonehan—one where our operational backbone is as strong as the historic 1910 building we call home.
Looking to optimize your portfolio?
Discover how Stonehan's strategic approach can support your real estate investments.
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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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