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Concierge accounting for business and private clients

Know where you stand. Build what comes next.

Personal accounting support that keeps pace as your business and financial life grow.

Book an introduction call Find your service path

Start with what you're building and what feels harder than it should.

Personal attentionOne clear financial pictureSupport that grows with you
Angela DePaolo, founder of A&A Associates
Angela DePaoloFounder, A&A Associates
Old-world serviceCurrent financialsBusiness and private clientsBuilt for what comes next

One firm for a changing financial life

Support for the business you're building—and the life around it.

01 / Business owners

Spend more time building. Know the numbers behind it.

Keep the books current, understand performance, and stay ready for what's next.

  • Know what the business earned and what cash is available
  • Bring recurring questions to a team that knows your business
  • Stay ready for tax and advisor conversations
Salon & beauty businesses

See profit, contractor obligations, product costs, and cash available to reinvest.

Talk through my business

02 / Private clients

As your financial life expands, keep one trusted view.

Keep businesses, properties, trusts, and investments in one understandable view.

  • Know your current position and upcoming obligations
  • See significant movement across your holdings
  • Prepare for family and advisor decisions
Talk through my financial picture

Clarity at the center

A financial picture you can use—and a team who can explain it.

See cash, obligations, net worth, and notable movement in one clear view.

  • Your current position compared with prior periods
  • Significant movement called out clearly
  • A clean package for review and advisor conversations
See what a client-ready report looks like
Illustrative sampleFigures are not client data
Total net worth$8,201,200
July 2026
$7.88mMay
$8.05mJun
$8.20mJul
Period movement+$147,622
Holdings included6
Reporting basisAccrual

The concierge relationship

Built to know the details—and where you're headed.

A consistent relationship, with room to grow as your needs change.

01

A dependable foundation

Ongoing accounting

Current books mean faster answers.

02

Insight for the next decision

Monthly or quarterly

See what changed and what needs attention.

03

Support that grows with you

Business and private

Add complexity without assembling the picture yourself.

04

One relationship across the details

Year-round coordination

Bring recurring questions to a team that knows your priorities.

Angela DePaolo at A&A Associates

Angela's vision

The relationship should feel personal, even when the finances are complex.

Angela built A&A around a concierge approach: know the client, understand the goal, and stay responsive.

She shapes each engagement and stays involved as the team keeps the work moving.

Talk with Angela

Getting started

Start with where you are. Build for where you're going.

  1. 01

    Share what you're building

    Start with the business, the financial picture, and what is not working today.

  2. 02

    Shape the relationship

    Confirm what A&A handles, what you provide, the timing, deliverables, and fee.

  3. 03

    Keep moving forward

    Receive current numbers and clear follow-up each period.

Questions

Before the first call.

Who is the right fit for A&A?

Business owners and private clients who want an ongoing accounting relationship, current information, and a clearer view across growing financial complexity.

Do you work with salon and beauty businesses?

Yes. A&A supports salons, independent stylists, and beauty entrepreneurs.

Can you give me one view across several businesses or investments?

Yes. A&A can organize the businesses and holdings in scope into one recurring financial view.

Do you replace my tax advisor or CPA?

No. A&A keeps the information organized and ready for your tax and advisory professionals.

What happens on the introduction call?

We discuss what you are building, what feels too hard today, and whether A&A is the right fit.

How does pricing work?

Each engagement is scoped around the work involved. You receive the responsibilities, deliverables, timing, and fee before work begins.

A relationship built around you

Bring the whole picture to the first conversation.

Tell Angela what you're building and what you want accounting to make easier.

Book an introduction call

Do not send passwords, tax identifiers, or financial records through social media or a scheduling note. Access and document procedures are set during onboarding.

View A&A's official contact options