💼 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 CPA to ensure every account is accurately categorized, reconciled, and ready for tax filings, estate planning, or strategic decisions.

Pricing:

  • ONBOARDING: A one-time flat fee based on the complexity of your financial landscape and the timing within the year.

  • ONGOING MONTHLY SUPPORT: A fixed monthly rate for hands-on, discreet bookkeeping management.

    (Pricing is tailored to reflect the number of accounts and the volume of monthly transactions.)

  • Tailored personal financial chart of accounts, categorization of transactions, and monthly reconciliations for total clarity.

  • Private, one-on-one sessions to review spending, identify trends, and answer financial questions—supporting better decision-making for the family or household.

  • Year-round organization of income and expenses, categorized and ready for CPA handoff—no more scrambling at tax time.

  • All work is handled with full confidentiality, with controls in place to respect privacy and security.

    I work seamlessly with your Executive Assistant, CPA, or family office to ensure alignment and discretion.

👩🏼‍💻 How I Work

  • 💬 Initial Consultation

    We start with a confidential conversation to understand your financial landscape—what you own, how it’s structured, and where you’re seeking clarity. Whether you're managing multiple homes, investment portfolios, or personal assets like aircraft, art, or equine interests, I’ll help you gain full visibility and peace of mind.

    A custom quote is provided following the consultation.

  • 🚀 Onboarding & Setup

    We begin by connecting all of your personal bank accounts, credit cards, and financial tools into QuickBooks Online. I work directly with you (and your Executive Assistant, if applicable) to create a custom chart of accounts and spending categories that reflect your lifestyle and financial priorities. Once your data is fully organized and reconciled, we tailor your Profit & Loss report and transition into monthly bookkeeping.

  • 📆 Monthly Bookkeeping

    Once your QuickBooks Online system is in place and your custom Profit & Loss report is designed to reflect your priorities, I deliver clear, categorized monthly financials. We review your spending and financial trends together to ensure everything remains accurate, organized, and ready—for tax season, estate planning, and long-term financial clarity.

    Each month includes a 30-minute review session to keep you informed and in control.

Seeking greater clarity and structure in your personal financial life?

📩 Let’s Connect via LinkedIn

To avoid spam (as well as emails from bots) and ensure a personal response, I would appreciate it if you could connect with me on LinkedIn and send a direct iMessage. 

I respond to all serious inquiries and will coordinate a time to talk—either online or in person if you're located in the Houston area—to find the right solution for keeping your personal finances in order.

🌟 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

🚨 Need assistance with audit prep, bookkeeping clean-up, or process optimization?

DISCOVER how my Business Financial Consulting services offer last-minute support, transforming financial chaos into clarity and control. 🌟

10% of ✨Acrux Advisory proceeds are donated to local charities supporting community nourishment, education, and wellness. Giving back is a core value.