Concierge Accounting for the VIP and Family

Concierge Accounting is a business level, full service accounting solution PLUS coordination of the ‘business’ aspects of the VIP and Family, like retirement planning, wills and trusts, all types of insurance, banking, investment management. We coordinate services and products of the other experts to achieve the best result for the client. Coordinating these services and ensuring that each expert knows the relevant components of the VIP’s plan helps to achieve a more effective and efficient result. Concierge Accounting for the VIP and Family provides clear and concise accounting, removes the clutter, simplifies the choices and creates a clear financial picture for the VIP and Family.

Remove The Clutter

Just as in business, our personal lives can be inundated with bills and notices. Before long, we are buried in a pile of them. We will help you sort through the excess mail and emails to find the important documents so that you can go back to spending time on what matters.

Everything In It's Place

Why have a messy file cabinet in your house, when you can have an organized, digital one here? Our secure data storage ensures that all of your important information will be safe, and all in one spot that you can access from anywhere.

Column A and B

Despite our best efforts, business and family accounting often intertwine. When that happens, it is important that they are handled consistently.

Single Point of Contact

We are not just accountants at the Bean Team. We are problem solvers. We are here to answer your questions. Having a single point of contact here means that we will talk to the necessary people to solve the problems that you are having.