Align Financial Services
About
Align Financial Services is a Brookline firm offering accounting, bookkeeping and administrative family office services to high-net-worth individuals and small business owners in the Boston area. It records financial activity across all of a client’s entities, reconciles asset balances every month and categorizes expenses. Reporting is customized to each client’s goals and can range from cash flow modeling to net worth statements, giving a clear picture of finances when it is needed.
The founder started Align after more than ten years in accounting, having watched clients get passed around large firms, lost in rotating inboxes and assigned a new associate every year. The practice is built to offer one consistent, trusted contact instead, with an emphasis on quick responses, honest communication and remembering what matters to each client. Its pitch is simple: high-touch service from a real person who picks up the phone.
What to Know
- Bookkeeping can be done in QuickBooks Online or the client’s preferred accounting system.
- Tax coordination includes compiling documents, reports and financial information for tax preparation.
- It is a member of the Greater Boston Chamber of Commerce.
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