For families, entrepreneurs, and households with complex financial lives, I provide family office–style services without the investment management. Think of me as your personal CFO: I organize, oversee, and simplify your financial world so you can focus on what matters most.

Services may include:

• Bill pay (Accounts Payable)

• Invoicing (Accounts Receivable)

• Payroll processing

• Monthly bookkeeping 

• Reconciliation of bank and credit card statements 

• Preparation of monthly, quarterly, and annual financial statements 

• Coordination with your CPA, attorney, and/or insurance providers 

• Weekly, monthly, or quarterly financial strategy calls

• As needed guidance as new challenges arise 

  
  

Retainer Options:

• Essential Support – Starting at $1,000/month
  Bill pay, bookkeeping, and quarterly strategy calls.

• Comprehensive Support – Starting at $2,000/month
  For families with multiple income streams, businesses, or properties. Includes monthly calls and coordination with outside professionals.

• Premium Support – Starting at $3,500/month
  For highly complex households, including multi-generational planning, weekly touchpoints, and extensive administrative support.

To learn more, schedule a call below, or reach out to Caroline at caroline@verdiadvising.com