Family Office Los Angeles,
Business Management
Your pathway to business excellence with a personal touch through thoughtful strategy and enduring trust.
Areas of Practice
Strategic Planning & Consulting
Now is the chance for us to delve into your business data, analyzing and aligning it based on your specified goals. We work together to develop and implement comprehensive strategies, while providing expert guidance to optimize your business’ performance. The number of sessions needed may vary based on the objectives.
Account Management
For individuals with limited time to oversee their financial records, we handle all the necessary tasks. We work with your schedule to thoroughly examine your financial data and discuss planning, strategy, and budgets.
Bookkeeping & CFO Services
New clients engaging in bookkeeping services undergo a thorough operational assessment of their entire company. This aims to guarantee the accuracy and timeliness of the information provided to the accounting team. Our team will organize or establish your accounting software, provide training for team members, and develop written Standard Operating Procedures (SOPs) for your financial systems. Continued bookkeeping services encompass a range of tasks such as tax services, payroll management, bill payment, invoicing, inventory management, data entry, basic administrative duties, and the generation of monthly financial reports.
Account Set Up & User Training
If you want to empower yourself or a member of your team to actively participate in your day-to-day bookkeeping, this presents a chance to establish a solid foundation in accounting software and acquire the skills to independently handle your financials through a personalized one-on-one session.
Who We Are
Lizzy Wells
Meet Elizabeth Wells, or as we like to affectionately refer to her, Lizzy. Lizzy is a results-driven expert business manager with an impressive track record of success spanning over 10 years. As a seasoned professional, she has honed her skills in strategic planning and has a holistic understanding of the many phases businesses go through during their lifetimes. If you’re a business owner or entrepreneur seeking a proactive and results-oriented business manager, Lizzy is your go to pro. With a proven history of delivering extensive improvements in both the fiscal front and back end, Lizzy is ready to contribute her expertise to your business.
Lizzy attended UCLA for finance and business, holding multiple certificates in both fields. She is also a licensed notary in the state of California.
In her spare time, Lizzy is an avid rock climber, cyclist, and musician. She lives in Los Feliz, California and enjoys morning walks with her senior dog, LuLu.
Hope Simpson
Meet Hope Simpson, a meticulous and detail-oriented bookkeeper with a passion for helping businesses become organized. With 6 years of dedicated service in the field, Hope has become a trusted professional in handling financial records and ensuring smooth back end financial operations. From legal firms and health practices, to creative directors and production companies, Hope does it all.
Hope excels in organizing and managing financial data, whether recording day-to-day transactions to reconciling accounts, Hope does it with precision. Using modern accounting software and possessing a keen eye for identifying discrepancies, Hope ensures financials are not only accurate but also GAAP compliant. Hope has multiple bookkeeping certifications and continues to expand her education through various accredited bookkeeping and financial workshops.
In Hope’s spare time, she makes music, practices meditation yoga, and enjoys hikes through the mountains of Hollywood with her husband.