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Financial & Operational Oversight, Without the Overhead

For families, foundations, business owners, trustees, and individuals who need help—
but don’t need full-time staff.

Discreet support. Practical results. Structured to fit your life.

What I Help With

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  • Organizing financial records and documents

  • Overseeing bill pay and monthly transactions

  • Supporting trustees and foundation managers

  • Tracking insurance, legal, or subscription renewals

  • Coordinating with CPAs, attorneys, and advisors

  • Managing vendor or household services

  • Cleaning up and maintaining QuickBooks or Xero

  • Helping during leadership or life transitions

Who I Work With​

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  • Individuals managing family wealth or trusts

  • Trustees or successor trustees

  • Small business owners handling financial operations themselves

  • Families in generational or life transitions

  • Seniors or adult children looking for organized financial support

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Why Clients Work With Me

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John Berman

Founder and President

When you work with me, you’re not hiring a firm—you’re getting personal, experienced support. I’ve run businesses in a variety of industries, manage a trust, and have consulted on everything from simple fixes to ongoing operations and administration. I’m skilled at identifying needs, solving problems quickly, and managing daily tasks independently. I’ll adapt to the way you want things done, keep you informed, and handle the details—so you don’t have to.

Our Services

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