ABOUT US
What our clients and their advisors say:
“I have been with David since he began his firm. He is reliable, friendly and very thorough. I highly recommend him.”
– FLP Accounting Client
“Clients appreciate David’s responsiveness, technical ability, and excellent work product. He is a trusted advisor for family groups managing the complex investment structures.”
– Tax Partner/Advisor
“With HNW Accounting’s timely and clear financials, I’ve been able to have up-to-date data so I can have more meaningful real-time discussions with clients. I get to spend more time focusing on strategic planning rather than chasing down outstanding data and trying to parse unclear financial statements. Not only does this allow me to get tax returns prepared earlier, it has increased efficiency and led to better quality client service.”
– Tax Partner/Advisor
HNWA exists to help HNW individuals and families get back to what matters to them most. We handle entity accounting, bill pay, mail management, subscription documents, and more! All of these services are in conjunction with your legal, tax, and wealth advisors to amplify their service offering to you.
Throughout our experiences we have seen families under-served in their day-to-day accounting needs. They have been forced to choose between timely or correct information when there should be no compromise. Often they are left to juggle and coordinate all of their financial information from one advisor to the next.
All of these issues will be addressed by contacting us and starting the conversation about your specific needs.
We look forward to working with you.
David DeLancey, CEO
Mission
To deliver a bespoke bookkeeping service to HNW families.
Vision
Developing systems tailored to the family’s needs and collaborating with their advisors to meet goals and remove the administrative burden of gathering and disbursing financial information.
Values
- Privacy
- Organization
- Collaboration