Accounting Services for High-Income Earners

Wealth Managed Without the Guesswork

If you’ve built significant wealth, you know the stakes. One missed deadline, one overlooked detail, and the ripple effect can get expensive fast. Add in multiple income streams, shifting tax rules, and investments that don’t sit still, and suddenly “keeping track” feels like a full-time job.


That’s where we step in. Straight Talk CPAs gives high-income earners a system that keeps every number, payment, and report in order — so you can make decisions based on fact, not on half-remembered figures from last quarter. We don’t hand over a binder full of dense reports you’ll never read. We give you clarity, quick answers, and financial insight without the late-night spreadsheet marathons.

What These Services Look Like in Practice

Setting Up the Framework

When you’ve got accounts in different banks, investments spread across platforms, and maybe even a couple of LLCs in the mix, a clean chart of accounts isn’t “nice to have” — it’s survival. We set it up so every asset and expense fall into place.

Staying Ahead on Bills

Household payroll. Investment property upkeep. Vendor contracts. Miss a payment, and you’re not just paying fees — you’re damaging relationships. We keep payables and receivables moving like clockwork.

Payroll Without Panic

Household employees, project contractors, trust disbursements — no room for mistakes here. We handle setup, compliance, and the actual processing so payday is calm, not chaotic.

Real-Time Financial Reviews

Wealth moves quickly. Our monthly or quarterly reviews help you spot trends, catch leaks, and shift gears before little issues become big problems.

Reports That Make Sense

A balance sheet should tell you more than “numbers are in.” We make sure it tells you where you’re strong, where you’re bleeding cash, and where the next win might be hiding.

Making Your Tools Work for You

If your accounting system feels like it was built for someone else’s life, we fix it. That means fewer keystrokes, fewer errors, and numbers you can trust instantly.

A Real Example

One client — a senior exec with several rental properties, stock options, and a healthy bonus plan — was running everything on outdated spreadsheets. Dividends and rent were coming in, but some property bills were missed, racking up penalties. Once we stepped in, we pulled all accounts into one platform, automated payments, and set up quarterly review sessions. Within a year, late fees disappeared, and the client had a clear view of where each investment stood. That clarity helped him shift funds into higher-return assets without the second-guessing.

Accounting That Matches Your Life

Managing wealth shouldn’t feel like a second career. We keep it accurate, efficient, and easy to read — so you can enjoy what you’ve earned instead of chasing down paperwork.

FAQs

  • Do I really need an accountant if I already have a financial advisor?

     Yes. Accounting isn’t just for tracking profits—it’s for understanding where your money goes so you can turn it into profits.


  • What if I have income from a dozen different places?

    Proper accounting makes it easier to save during peak months and survive slow periods without stress.


  • Can you work with my legal or investment team?

     Absolutely. Solo founders benefit even more because they’re already juggling everything else.

  • Will I need to change my accounting software?

    Not unless it’s slowing you down. If your tools work, we’ll keep them. If not, we’ll get you something that does.

  • Is this just for individuals, or can you manage family accounts too?

    Both. Many clients have trusts, family partnerships, and shared investments. We keep every piece organized.