Why Even Executives Need a Bookkeeper (Yes, You Too)
You run board meetings. You negotiate contracts. You juggle teams, investors, maybe even kids’ soccer schedules. But when it comes to your own finances? Let’s be honest: your bank statements are stacked in your inbox like unread novels you “swear you’ll get to someday.”
Here’s the truth: even the sharpest executives rarely have the time (or desire) to reconcile accounts, track personal spending, or build a family budget that actually works. And that’s exactly where I come in.
The Story We Don’t Tell at Cocktail Parties
Imagine this: it’s tax season. Your CPA calls, voice calm but tinged with concern. “Can you send over your categorized expenses for the year?” Cue frantic digging through credit card statements, half-labeled spreadsheets, and emails with subject lines like FWD: Can you expense this?
You might be running a company, but in that moment, your personal finances are running you.
Personal Bookkeeping for Executives
What I do is simple, but it changes everything:
Onboarding that makes sense – We map your financial world (accounts, investments, even unique assets like art or aircraft), set up secure connections, and customize a chart of accounts that actually reflects your life.
Monthly bookkeeping – Every month, I deliver reconciled, categorized books plus a 30-minute review call. Think of it as a performance review for your money — only friendlier.
Tax readiness – Your CPA gets clean, categorized financials instead of a shoebox of receipts. You get peace of mind (and possibly fewer eye rolls at tax time).
Annual family budget – Not just a spreadsheet, but a plan. We build it together and track it quarterly, so your forecasts stay realistic and your goals stay in sight.
Collaboration – I work discreetly with your Executive Assistant, CPA, or family office so everything aligns — and you stay focused on the big picture.
Why It Matters More Than You Think
Here’s the thing: personal finances are the one board meeting you can’t skip.
Without a system, expenses balloon quietly, investments get neglected, and families argue about spending they thought was under control. With professional bookkeeping, you gain:
Clear visibility into where your money is going
Realistic forecasts instead of wishful thinking
Fewer surprises (the good kind too, like spotting forgotten deductions)
Time back — because you shouldn’t be categorizing transactions at 10 PM
The Bottom Line
Even executives need someone to “mind the money.” Not for lack of intelligence — but for lack of hours in the day. Think of me as your financial detective, your clarity coach, and the one who makes sure your money works as hard as you do.
Because running your life and running your books? That’s one too many jobs, even for you.
📌 Disclaimer
Acrux Advisory is not a CPA firm and does not provide services requiring a public accountancy license.
Services are accepted based on current capacity.