Bookkeeping for High Net Worth Individuals
When you're managing multiple income streams, investment accounts, properties, and business entities, financial administration becomes a full-time job you didn't sign up for. Your CPA, wealth manager, and attorney need clean, organized records to do their best work -- and pulling that together falls on you.
We specialize in bookkeeping for high net worth individuals with complex financial situations. From multi-entity bookkeeping and investment account reconciliation to coordinating directly with your advisory team, we handle the financial administration so you can focus on building wealth, not tracking it.
Mike Hecker personally conducts every consultation to understand your specific situation, then matches you with a senior bookkeeper and designs a system that gives you complete visibility without requiring your daily involvement.
What We Handle
Multi-entity bookkeeping (S-corps, LLCs, trusts)
Investment account reconciliation and tracking
Real estate and rental property accounting
Executive compensation and equity tracking
Personal and business expense categorization
Bill payment and cash flow management
Tax document organization and preparation
Complete Financial Administration:
Advisory Team Coordination:
Direct coordination with your CPA, wealth manager, and estate attorney
Reports delivered in your advisors' preferred formats
Monthly financial reporting
Supporting documentation for tax planning and estate planning
Responsive to advisor requests throughout the year
Why Clients Choose Us
Multi-Entity Experience: We handle S-corporations, LLCs, trusts, rental properties, and complex ownership structures. We understand how distributions flow, how to track member equity, and how to properly attribute income and expenses across entities.
Investment Account Proficiency: From brokerage accounts and RSU vesting to private equity holdings, we accurately track and report across asset classes including cost basis, wash sale rules, and the tax implications of different investment vehicles.
Advisory Team Coordination: We work directly with your CPA, wealth manager, and estate attorney -- delivering reports in their preferred formats and responding to their requests throughout the year. Your advisory team gets what they need without it going through you first.
Senior Bookkeepers on Complex Files: High net worth clients work with our most experienced bookkeepers. Mike personally conducts your consultation, designs your system, and reviews the work on an ongoing basis.
Privacy and Discretion: All team members sign comprehensive NDAs. Your information is shared only with advisors you explicitly authorize.
Month-to-Month Service: No long-term contracts. You can cancel anytime.
Common Questions
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All team members undergo screening and sign comprehensive NDAs. Your information is shared only with advisors you explicitly authorize. We treat confidentiality as a baseline requirement, not an add-on.
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Yes. We coordinate directly with your advisors and deliver reports in their preferred formats. Most clients find their advisory relationships improve because everyone is working from the same clean, accurate data.
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That's our core specialty for this client group. We handle S-corps, LLCs, trusts, and rental properties with proper entity attribution, basis tracking, and K-1 coordination.
"Mike quickly turned an important business area that was a source of stress into one in which I now have a deep sense of security. He has put together a great team – their attentiveness and dedication to doing an excellent job every time is paired with genuine warmth. I feel very fortunate to have the support of MH Consulting and Bookkeeping."
Ready to Reclaim Your Time?
Let's discuss your situation and how we can bring order to your financial administration.