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    Bookkeeping & CFO Advisory for Wealth Management Practices

    RIAs, wealth management firms, and financial advisory practices operate with a complexity that generic bookkeeping can't handle. We deliver multi-entity visibility, consolidated reporting, and strategic financial leadership tailored to your practice.

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    The Financial Complexity of Wealth Management

    Wealth management practices face financial operational challenges that most bookkeepers aren't equipped to handle.

    Managing financials across multiple entities, custodians, and investment vehicles
    Lack of consolidated visibility into total financial position
    Coordination gaps between CPA, attorney, and wealth advisor
    Household vs. business expenses are blurred or untracked
    Financial reporting doesn't match the complexity of your holdings
    No single point of accountability for day-to-day financial operations

    How We Support Wealth Management Practices

    Purpose-built financial operations for the complexity your practice demands.

    Multi-Entity Bookkeeping

    Coordinated bookkeeping across operating companies, investment entities, holding structures, and personal finances with entity-level accuracy.

    Consolidated Reporting

    Entity-level financials plus consolidated roll-ups that show the complete picture across all holdings and investment vehicles.

    Cash Flow Visibility

    Aggregate cash flow tracking and forecasting across entities to support liquidity planning, distributions, and capital allocation decisions.

    Household vs. Entity Tracking

    Clear separation of household and business expenses for accurate reporting, tax preparation support, and lifestyle planning.

    Advisor Coordination

    Seamless coordination with your CPA, estate attorney, and wealth advisor. We prepare the financials—they handle tax, legal, and investment strategy.

    Personal CFO Support

    Strategic financial oversight and advisory tailored to wealth management practices and their principals—from budgeting to succession planning.

    Why Wealth Management Firms Choose Us

    We understand the unique financial complexity of wealth management practices
    Our team speaks the language of RIAs, family offices, and multi-entity structures
    We coordinate with your existing advisory team—never competing, always supporting
    Confidentiality and discretion are built into everything we do
    We deliver controller-level oversight without the overhead of a full-time hire

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    Quick Answers

    Plain-English answers to the questions we hear most.

    Do you provide bookkeeping for RIAs and wealth management firms?
    Yes. We provide specialized bookkeeping, multi-entity financial reporting, and fractional CFO advisory for registered investment advisors (RIAs), wealth management practices, and financial advisory firms across Dallas–Fort Worth and nationwide.
    How do you coordinate with our existing CPA and wealth advisor?
    We serve as the financial operations layer—preparing clean books, consolidated reports, and management-ready financials. Your CPA handles tax strategy and filing, your attorney handles legal matters, and your wealth advisor manages investment strategy. We coordinate seamlessly across all parties.

    Let's align your practice's financials.

    Discover how clean books and strategic financial leadership can support your wealth management practice.

    Start Here

    This firm is not a CPA firm.

    The Aligned Ledger — boutique bookkeeping and fractional CFO firm in Dallas–Fort Worth

    Boutique bookkeeping and CFO advisory for business owners, entrepreneurs, and families managing multiple entities.

    Your numbers. Your story. Aligned.

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    Client Case Studies

    • Frisco Real Estate: 7 LLCs Consolidated
    • Plano SaaS: Series A Readiness
    • McKinney Construction: WIP Reporting Fix
    • Dallas Family Office: 14-Entity Consolidation
    • Plano Multi-State: Three States, One Close
    • Fort Worth Pro Services: Back-Office Institutionalization

    Disclaimer: This firm is not a CPA firm. We do not provide tax preparation, payroll processing, bill pay services, or attest services (audits/reviews). Bookkeeping and advisory support is for management use; tax filing is handled by the client's CPA. We are happy to coordinate with your existing tax and legal advisors.

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    7300 State Highway 121, Ste 300-330, McKinney, TX 75070 · (214) 264-8242