Personal Bookkeeping

Helping Individuals and Families Manage the Complexities of Wealth

Personal Bookkeeping Is A Boutique Practice Within Our Firm
BooksTime  ➞  Personal Bookkeeping

Personal Bookkeeping Is A Boutique Practice Within Our Firm

Offering a high-touch, white-glove approach, we take care of a broad range of day-to-day financial needs. BooksTime has a dedicated team of Personal Bookkeeping experts with extensive experience serving high net-worth individuals, their families, family offices and philanthropic foundations.

Personalized, White-Glove Service

Personalized, White-Glove Service

BooksTime differentiates itself from other bookkeeping services by setting the gold standard for exceptional personal service. Each client has unlimited access to a dedicated, responsive financial expert who is always available to help with all of your bookkeeping and accounting needs.

Personalized, White-Glove Service

There are no standardized service packages. We start by listening to you. Once we understand your goals and preferences, we’ll design a bespoke plan just for you.

Personalized, White-Glove Service

We work hand-in-hand with your other trusted advisors and service providers to ensure seamless coordination.

Unparalleled Qualifications

Your dedicated team members at BooksTime are highly qualified financial experts. A typical BooksTime accountant has experience at blue chip accounting firms, a CPA license, 15-30 years of experience, advanced degrees in Accounting and/or an MBA.

Trusted Brand

BooksTime is the firm of choice for some of the country’s most prominent individuals and families, as well as their businesses and foundations.

Global Reach

BooksTime is the ideal fit for individuals with properties, investments, businesses and non-profit organizations spanning the globe. Our in-house team of international financial experts has the experience needed to manage your day-to-day international financial operations. In particular, BooksTime offers special expertise in European and Middle Eastern bookkeeping standards and codes.

Bank-Grade Security

Confidentiality, discretion, and data security are the pillars of our Personal Bookkeeping practice. As a company founded by a network security expert, security is built into our DNA. BooksTime’s team includes in-house IT experts who ensure that security practices exceed industry standards.

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