Accounting for High Net Worth Individuals

At DeJoy, Knauf & Blood we spend many hours gaining a complete understanding of your current financial situation and the specific goals and objectives you may have.  We understand that managing your personal finances can be intricate and time-consuming, so we provide effective advice on a multitude of financial issues.

We work with high net worth individuals and families to help them deal with the many tasks associated with managing their wealth.  The foundation for making sound financial decisions comes from having timely and accurate information that you can analyze.  Our services are designed to manage this process and assist with the financial planning decisions faced by our clients. 

Simplify your life.

Our goal is simple, to make your financial life less complicated and more streamlined.  We provide an organizational structure to your personal financial life by providing you with reports that are meaningful and useful.  We strive to provide you with service which replicates having your own personal CFO.  We work hard to manage all of the complex issues of your personal financial life and to help you to achieve your goals.  By leaving the details to us, you can relax and decide where you want to enjoy your free time.

Attaining your long- term goals.

Looking after your personal financial needs is a natural extension of our tax and accounting services.   We provide many accounting and personal CFO services that will assist you in achieving your long-term goals.  Some of the services that we provide include:

  • Setting up general ledgers designed specifically to your needs using appropriate financial tools
  • Developing budgets and cash flow projections for homes, living expenses and family members
  • Properly recording and  paying bills, expense management and reporting
  • Payroll processing and payroll tax preparation for employees, including household and other personal employees
  • Collaborating with other advisors as needed including banks, investment advisors and attorneys
  • New construction/renovation monitoring and tracking
  • Monitoring personal investments in collaboration with our financial advisory services team
  • Coordination of income tax preparation


Accountants who care about you.

We understand that no two families or individuals are alike or need the same services.  That’s why we develop a plan that is designed specifically for you and your needs. We emphasize personal service, long-term relationships and attention to detail.  As well as face-to-face meetings and phone calls, we provide our clients with state of the art support through our secure and encrypted video conferencing system.  It allows for file sharing, screen sharing, communication with multiple parties at once and more.  We understand that your privacy is paramount.  We take the privacy of our clients very seriously and want to make sure that our clients understand that their information will be kept in the strictest of confidence.

Accounting for High Net Worth Individuals Team

Partners

thumb_Amy Brisson 3x5

Amy J. Brisson, CPA

Partner
Entrepreneurial and Accounting Services