Helping Individuals and Families Manage the Complexities of Wealth
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
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.
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.
We work hand-in-hand with your other trusted
advisors and service providers to ensure
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.
BooksTime is the firm of choice for some of the country’s most prominent individuals and families, as well as their businesses and foundations.
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.
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.