💼 Personal Bookkeeping for Executives & Founders

I help high-performing leaders stay financially organized behind the scenes…

Whether you’re a CEO, founder, or partner at a wealth management firm, your personal finances deserve the same clarity and structure as your business.

I provide discreet, high-trust personal bookkeeping services in QuickBooks Online to keep your finances organized, tax-ready, and aligned with your long-term goals.

I personally manage your books and collaborate seamlessly with your Executive Assistant and your CPA to ensure every account is accurately categorized, reconciled, and ready for tax filings, estate planning, or strategic decisions.

Pricing:

  • ONBOARDING: starting at $1,500 - one-time flat fee, based on the number of accounts and complexity of setup.

  • MONTHLY BOOKKEEPING SUPPORT: $600–$900/month depending on the number of accounts, transaction volume, and reporting needs.

  • ANNUAL FAMILY BUDGET: $1,700

    Strategic once-a-year planning to align household and business finances. Includes a 12-month budget, tax-readiness review, and tracking for family goals like education, travel, investments, and philanthropy.

    A custom quote for onboarding and bookkeeping will be provided after our initial consultation to ensure transparency and accuracy.

What’s Included

  1. Monthly Financial Reviews

    Private, one-on-one 30-minute sessions to highlight spending patterns, identify trends, and answer your financial questions—so you can make informed decisions for your family or household.

  2. Tax Prep Readiness
    Organized income and expenses year-round, categorized and prepared for seamless handoff to your CPA—no more scrambling.

  3. Discretion & Trust
    I work discreetly, handling all information with the utmost confidentiality and security. Collaboration with your EA, Tax CPA, or family office ensures alignment without compromising privacy.

👩🏼‍💻 How I Work

  • 💬 Initial Consultation

    A confidential conversation to understand your financial landscape—homes, investments, assets like art, aircraft, or equine interests. I’ll help you gain full visibility and peace of mind.

  • 🚀 Onboarding & Setup

    During onboarding, you will connect your bank and credit card accounts directly into QuickBooks Online. This ensures your credentials remain secure and under your control at all times.

    I then customize your chart of accounts, categorize initial transactions, and set up workflows aligned with your lifestyle and reporting needs. Where applicable, I coordinate with your Executive Assistant and CPA to streamline the process.

  • 📆 Monthly Bookkeeping

    Once setup is complete, I deliver clear, categorized financials each month and include a 30-minute review session to keep you informed, aligned, and in control.

💎 Why Work With ME

A Different Kind of Financial Partner

I work with a limited number of clients at a time, allowing me to stay deeply involved in every detail of your financial operations. My clients choose Acrux Advisory because they value more than just reconciliations — they want proactive insight, disciplined systems, and the peace of mind that their numbers are always accurate and investor-ready.

This is not a high-volume service — it’s a high-impact partnership.

And that makes all the difference.

📩 Let’s Connect via LinkedIn

If you're ready for financial clarity and structure in your personal life, let’s connect via LinkedIn.

Please send me a direct message to arrange a 30-minute confidential consultation. I respond personally and will work with your preferences—online or in person (Houston area).

🌟 I look forward to connecting and helping bring clarity to your finances.

Warm regards,
Diana Ilina
Senior Financial Leader | MBA

📌 Client references are confidential and available upon request

ADDITIONAL Services

🏡 Family Bookkeeping & Household Financial Management

Financial structure for your life beyond the boardroom. We bring order to household accounts, investments, and trust activity, creating monthly reports and annual family budgets aligned with your goals. From vacation planning and education savings to philanthropy and estate clarity, our services keep your family finances organized, tax-ready, and in sync with your lifestyle.

📊 Project-Based Consulting

Strategic financial support when and where you need it most. From ERP migrations and audit preparation to system integrations, investor reporting, and one-time cleanups — get hands-on oversight and CFO-level expertise without the cost of a full-time hire. Whether scaling, restructuring, or preparing for your next milestone, Acrux Advisory brings structure and clarity to every financial transition.