Where Accuracy
meets Insight.
Accounting and financial advisory for growth-oriented companies and high-net-worth individuals. Fortune 500 rigor — delivered with the attention of a private family office.
Dual market specialization.
Tailored solutions designed to meet the unique challenges of both growing enterprises and successful individuals.
For Companies
01 — EnterpriseFractional CFO Services
Strategic financial leadership without the full-time cost.
Audit Readiness
Detailed preparation of financial statements and audit support.
Risk Management
Robust internal controls to safeguard your business assets.
Process Optimization
Streamlining accounting workflows for maximum efficiency.
M&A Support
Due diligence and financial advisory for mergers and acquisitions.
Scale-up Advisory
Financial modeling and strategy for high-growth startups.
For Private Clients
02 — HNWIPersonal CFO
Holistic management of your personal financial ecosystem.
Tax Planning
Proactive strategies to optimize tax efficiency and compliance.
Investment Structuring
Smart entity structuring for business and investment assets.
Family Office Setup
Comprehensive infrastructure for multi-generational wealth.
Boutique. Virtual-first.
Strategic.
MJ Accounting & Advisory was founded on the belief that modern businesses and successful individuals need more than just a bookkeeper — they need a strategic financial partner. We strip away the overhead of traditional firms to deliver high-impact, personalized guidance.
Relationship-Driven
We view ourselves as long-term partners, not just service providers. Your success is our metric.
Tech-Enabled
Leveraging best-in-class financial technology for real-time insights and streamlined collaboration.
Growth Expertise
Deep experience navigating the complexities of scaling companies and high-net-worth portfolios.
Flexible Models
Scalable engagement structures that evolve as your needs change and grow.
Fortune 500 rigor.
Boutique attention.
We bring the discipline of the Big 4 and the innovation of tech companies directly to you.
Big Four Heritage
Audit and Assurance expertise from Big Four experience, managing complex engagements for Fortune 500 SEC registrants across technology, aerospace & defense, and telecommunications.
Big Tech Innovation
Direct experience leading month-end close, revenue recognition, and process automation for major technology companies.
AI & Automation
Proven track record implementing AI-driven contract reviews, delivering 15% efficiency improvements in financial workflows.
SOX Compliance
Deep background in Sarbanes-Oxley compliance, internal controls, and rigorous audit preparation.
Diverse Industry Exp.
Broad financial leadership spanning Aerospace, Defense, Manufacturing, Tech, and Financial Services sectors.
Boutique Service
Fortune 500 standards delivered with the personalized attention of a private family office.
Trusted by founders and investors.
MJ brought the financial rigor we needed to close our Series B. The audit prep alone saved us weeks of scrambling — everything was tight, documented, and investor-ready.
As a first-generation wealth builder, I needed someone who could see the full picture — business, personal, estate. Manuela treats my financial life as one integrated whole.
Our month-end close went from 12 days to 4. The process improvements MJ put in place gave my team clarity and confidence in every board report.
From audit pressure to month-end confidence.
An anonymized composite drawn from recurring themes in our work with growth-stage operators. It is not a client testimonial or guarantee of outcomes.
A technology company approaching a heightened PCAOB review cycle had inconsistent revenue cutoffs and documentation scattered across entities.
We aligned cut-off rules, built a close calendar with clear ownership, and rehearsed the audit trail with finance before fieldwork began.
The month-end close became predictable, audit queries declined, and leadership retained a repeatable framework for subsequent reporting cycles.
Illustrative only. Prior engagements do not assure future results; outcomes depend on facts and circumstances.
Your path to financial clarity.
A deliberate, four-step engagement designed to deliver measurable impact from the very first conversation.
- 01
Discovery Call
We discuss your current challenges, financial goals, and assess if we are the right strategic partner for your needs.
- 02
Financial Assessment
A deep dive into your existing books, tax history, and processes to identify immediate opportunities for optimization.
- 03
Strategic Planning
We build a custom roadmap including cash flow forecasts, KPI dashboards, and a tax-efficient entity structure.
- 04
Implementation & Support
Ongoing execution of the plan with regular check-ins, monthly reporting, and proactive advisory.
Ready to transform your financial strategy?
Schedule a consultation to discuss your specific needs and how we can support your growth.