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Discreet support. Practical results. Structured to fit your life.
What I Help With

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Organizing financial records and documents
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Overseeing bill pay and monthly transactions
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Supporting trustees and foundation managers
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Tracking insurance, legal, or subscription renewals
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Coordinating with CPAs, attorneys, and advisors
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Managing vendor or household services
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Cleaning up and maintaining QuickBooks or Xero
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Helping during leadership or life transitions

Why Clients Work With Me

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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