An idea-driven family office accounting partner
You need a proactive accounting partner experienced in complex tax and accounting for ultra-high-net-worth families. eeCPA is an unconventional CPA firm that’s up to the task.
how we help
taking the financial burden off your shoulders
Complex tax and accounting gets us excited, which is why we do family office accounting and tax strategy better than anyone else.
With on-the-ground experience building and scaling businesses, our team has the expertise to handle the day-to-day oversight of your back office – so that opportunities aren’t missed and money isn’t wasted.
A proactive partner in your future vision, we coordinate with everyone involved to protect your ultra-high-net-worth family’s financial legacy.
as an extension of your family office, we:
- find creative solutions to save you money
- fully manage the back office
- advise on and oversee business scaling efforts
- coordinate with attorneys and wealth management advisors
- create and oversee succession plans
- educate the next generation on transitions
- consolidate and communicate your overall financial performance
customized family office accounting and tax solutions
what makes us different
- a personal, energy-positive touch
- tax savings strategy and implementation that works for your business
- creative, out-of-the-box solutions to save you more money
- straightforward pricing with fixed monthly fees for most offerings
- communication throughout the year
- monthly financial statements delivered on time, every time
- full back office support – a completely outsourced finance solution
- resourceful, get-it-done approach that keeps things on track
