The discipline we bring to your business — clean books, clear cash flow, decision-ready numbers — applied to your personal finances.
Most owners we serve run their companies on disciplined monthly numbers — and run their households on a bank-balance glance and a tax-time scramble. Personal spending mixes with business cards, distributions vanish into the mist, and the answer to “what are we actually worth?” lives in nobody’s ledger.
Personal CFO closes that gap. Same crew, same portal, same monthly rhythm — pointed at the family’s finances.
Most Personal CFO clients are business owners already on a Keel engagement — and personal books get their own engagement, run with the same discipline and transparency as the business. The entity boundary between company and household finally gets policed by professionals.
We also serve households on their own: families with rental properties, trusts, multiple income streams, or simply the desire to run the household like the enterprise it is.
Every account reconciled, every dollar categorized, and a monthly picture of the household posted to your portal — the same standard of care your company gets.
We coordinate with your CPA, attorney, and investment advisor — we keep the numbers that make their work better. Keel does not sell investments or manage assets.
Talk About Your HouseholdThis isn’t a new offering with a fresh coat of paint. For years, DOAAR served ultra-high-net-worth families through a private-label arrangement with a wealth advisory firm — running the accounting side of a family office: personal books, entity structures, household reporting, and the coordination that keeps a family’s advisors working from the same numbers.
Today we keep personal books for founders and chief executives across design, healthcare, and consulting enterprises — owners whose business books we already run, and whose households carry the same complexity: multiple entities, real estate, trusts, and the constant traffic between company and personal accounts.
Discretion is part of the service. You’ll notice we don’t name them.
Personal books can be more demanding than business books — trusts, properties, and the constant traffic between accounts are real work. So the household gets what the business gets: its own engagement, scoped to household activity, with the same verified closes and transparent pricing. Already a Keel business client? Controller and CFO oversight is priced once across everything we keep, and household scope is set on a call.